Bartley A. Corfee

AMERITAS ADVISORY SERVICES

EVERGREEN, CO 80439

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CRD#: 714249

Professional summary

Bartley Arthur Corfee, who also goes by Bart Corfee, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Evergreen, Colorado and AMERITAS INVESTMENT COMPANY, LLC located in Evergreen, Colorado.

Bartley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1980. Bartley has worked at 15 firms and has passed the Series 63, SIE, Series 3, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bart Corfee

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Bartley A. Corfee DBA Corfee & Associates; same as branch; inv rel; financial advisory, asset management, life insurance, disability insurance, variable annuities; Owner; start date=01/1993; hrs/mo=6; trading hrs/mo=6; at times clients need insurance life & disability * Canvas Financial; same as branch; inv rel; new organization with AIC that combines six different firms that are already with AIC-shell DBA used for marketing and firm consolidation purposes; Financial Advisor; start date=08/2018; hrs/mo=200; trading hrs/mo=130; financial advisory duties, portfolio management

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bartley Arthur Corfee's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 1, 2021 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #1: 29029 Upper Bear Creed Rd Ste 107, Evergreen, CO 80439

RIA

CRD#: 317245

EVERGREEN, CO

Current

November 1, 2017 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 29029 Upper Bear Creek Rd Ste 107, Evergreen, CO 80439

CRD#: 14869

Evergreen, CO

Past

July 11, 2018 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

Evergreen, CO

Past

November 15, 2017 - January 2, 2019

20/20 CAPITAL MANAGEMENT, INC

RIA

CRD#: 281692

COSTA MESA, CA

Past

May 25, 2001 - November 3, 2017

CETERA ADVISORS LLC

RIA

CRD#: 10299

EVERGREEN, CO

Past

March 30, 2001 - November 3, 2017

CETERA ADVISORS LLC

CRD#: 10299

EVERGREEN, CO

Past

May 10, 1995 - April 19, 2001

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

May 10, 1995 - April 19, 2001

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

Past

January 11, 1993 - February 7, 1995

G. R. PHELPS & CO., INC.

CRD#: 173

Past

November 27, 1990 - January 7, 1993

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

August 2, 1989 - November 13, 1990

TRANSAMERICA SECURITIES SALES CORPORATION

CRD#: 17970

LOS ANGELES, CA

Past

August 2, 1989 - November 13, 1990

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD#: 3600

LOS ANGELES, CA

Past

September 27, 1986 - March 13, 1989

THE ADVISORS GROUP, INC.

CRD#: 14035

BETHESDA, MD

Past

June 19, 1986 - September 19, 1986

INVESTMENT ARCHITECTS, INC.

CRD#: 17774

Past

April 1, 1986 - August 5, 1986

AMERICAN INVESTORS COMPANY

CRD#: 38

Past

January 20, 1984 - May 28, 1985

E. F. HUTTON & COMPANY INC

CRD#: 235

Past

August 22, 1980 - February 1, 1982

SUTRO & CO. INCORPORATED

CRD#: 801

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(6/7/2021)

California
(11/1/2017)

Colorado
(11/1/2017)

IAR

Colorado
(11/1/2021)

Connecticut
(9/27/2022)

Florida
(11/1/2017)

Hawaii
(11/27/2023)

Illinois
(10/13/2022)

Indiana
(11/27/2023)

Louisiana
(11/1/2017)

Massachusetts
(6/26/2018)

Missouri
(8/31/2018)

Nebraska
(3/21/2022)

Nevada
(9/27/2022)

New Jersey
(6/22/2023)

New York
(11/1/2017)

Oklahoma
(11/1/2017)

Oregon
(6/18/2020)

South Carolina
(6/22/2023)

Tennessee
(11/1/2017)

Texas
(11/1/2017)

IAR

Texas
(11/1/2021)

Utah
(11/1/2017)

Virginia
(5/15/2018)

Washington
(4/15/2024)

West Virginia
(5/14/2018)

Wyoming
(1/31/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 6/5/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 3/14/1984

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 8/16/1980

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/26/2001

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 Approved)

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Contact information

Main Address

5900 O Street, Lincoln, NE 68510

Mailing Address

Phone number

(800) 335-9858

Established

Firm type

Fiscal year end

# of Employees

560

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/19/2025)

AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (9/19/2025)

AMERITAS WEALTH PLATFORM (9/19/2025)

GALAXY WRAP FEE BROCHURE (9/19/2025)

GALAXY II WRAP FEE BROCHURE (9/19/2025)

CONSTELLATION WRAP FEE PROGRAM (9/19/2025)

Regulatory assets under management

Total Number of Accounts	41,501
AUM (Assets Under Management)	$ 11,506,548,514

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
07/23/2024	Cover Page	Report
07/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Bartley A. Corfee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bartley Arthur Corfee's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

20/20 CAPITAL MANAGEMENT, INC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

G. R. PHELPS & CO., INC.

MML INVESTORS SERVICES, LLC

TRANSAMERICA SECURITIES SALES CORPORATION

TRANSAMERICA FINANCIAL ADVISORS, INC.

THE ADVISORS GROUP, INC.

INVESTMENT ARCHITECTS, INC.

AMERICAN INVESTORS COMPANY

E. F. HUTTON & COMPANY INC

SUTRO & CO. INCORPORATED

Primary Firm SEC Registration

AMERITAS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/5/1981

SIE

Date: 10/1/2018

Series 3

Date: 3/14/1984

Series 7

Date: 8/16/1980

Series 24

Date: 11/26/2001

FINRA

Current Firm

AMERITAS ADVISORY SERVICES, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AMERITAS ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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