KG
Kevin F. Gomez
AMERITAS INVESTMENT PARTNERS
Lincoln, NE
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CRD#: 7347013
KG
Professional summary
Kevin Francisco Gomez is a registered financial advisor currently at AMERITAS INVESTMENT PARTNERS, INC. located in Lincoln, Nebraska and AMERITAS INVESTMENT COMPANY, LLC located in Lincoln, Nebraska.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Kevin has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
MASTER WORKS 122 LLC; 225 LIBERTY ST 29TH, NEW YORK, NY, 10281; INV REL; LLC WHERE I HOLD OWNERSHIPIN ARTWORK; INVESTOR; START DATE=05/2022; HRS/MO=0; TRADING HRS/MO=0; INVESTOR * MASTER WORKS 110 LLC; 225 LIBERTY ST 29TH, NEW YORK, NY, 10281; INV REL; LLC WHERE I HOLD OWNERSHIPIN ARTWORK; INVESTOR; START DATE=05/2022; HRS/MO=0; TRADING HRS/MO=0; INVESTOR
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Francisco Gomez's 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®
NoneExperience
Current
February 28, 2023 - Present
AMERITAS INVESTMENT PARTNERS, INC.
Office #2: 5945 R Street, Lincoln, NE 68505RIA
CRD#: 109381
Lincoln, NE
Current
January 11, 2023 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 5945 R Street, Lincoln, NE 68505BD
CRD#: 14869
Lincoln, NE
Past
February 27, 2023 - February 28, 2023
AMERITAS ADVISORY SERVICES, LLC
RIA
CRD#: 317245
LINCOLN, NE
Past
July 1, 2021 - May 26, 2022
TD AMERITRADE, INC.
BD
CRD#: 7870
OMAHA, NE
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".
AI
AMERITAS INVESTMENT PARTNERS, INC.
AMERITAS INVESTMENT ADVISORS INC | SUMMIT INVESTMENT PARTNERS | SUMMIT INVESTMENT ADVISORS, INC. | AMERITAS INVESTMENT PARTNERS, INC. | AMERITAS INVESTMENT PARTNERS
CRD#: 109381 / SEC#: 801-55150
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.RR
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
RR
Alabama(1/11/2023)
RR
Alaska(1/11/2023)
RR
Arizona(1/11/2023)
RR
Arkansas(1/11/2023)
RR
California(1/11/2023)
RR
Colorado(1/11/2023)
RR
Connecticut(1/11/2023)
RR
Delaware(1/11/2023)
RR
District of Columbia(1/11/2023)
RR
Florida(1/11/2023)
RR
Georgia(1/11/2023)
RR
Hawaii(1/11/2023)
RR
Idaho(1/11/2023)
RR
Illinois(1/11/2023)
RR
Indiana(1/11/2023)
RR
Iowa(1/11/2023)
RR
Kansas(1/11/2023)
RR
Kentucky(1/11/2023)
RR
Louisiana(1/11/2023)
RR
Maine(1/11/2023)
RR
Maryland(1/11/2023)
RR
Massachusetts(1/11/2023)
RR
Michigan(1/11/2023)
RR
Minnesota(1/11/2023)
RR
Mississippi(1/11/2023)
RR
Missouri(1/11/2023)
RR
Montana(1/11/2023)
RR
Nebraska(1/11/2023)
IAR
Nebraska(2/28/2023)
RR
Nevada(1/11/2023)
RR
New Hampshire(1/11/2023)
RR
New Jersey(1/11/2023)
RR
New Mexico(1/11/2023)
RR
New York(1/11/2023)
RR
North Carolina(1/11/2023)
RR
North Dakota(1/11/2023)
RR
Ohio(1/12/2023)
RR
Oklahoma(1/11/2023)
RR
Oregon(1/11/2023)
RR
Pennsylvania(1/11/2023)
RR
Rhode Island(1/11/2023)
RR
South Carolina(1/11/2023)
RR
South Dakota(1/11/2023)
RR
Tennessee(1/11/2023)
RR
Texas(1/11/2023)
IAR
Texas(2/28/2023)
RR
Utah(1/11/2023)
RR
Vermont(1/11/2023)
RR
Virginia(1/11/2023)
RR
Washington(1/11/2023)
RR
West Virginia(1/11/2023)
RR
Wisconsin(1/11/2023)
RR
Wyoming(1/11/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/1/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AI
AMERITAS INVESTMENT PARTNERS, INC.
AMERITAS INVESTMENT ADVISORS INC | SUMMIT INVESTMENT PARTNERS | SUMMIT INVESTMENT ADVISORS, INC. | AMERITAS INVESTMENT PARTNERS, INC. | AMERITAS INVESTMENT PARTNERS
CRD#: 109381 / SEC#: 801-55150
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5945 R Street, Lincoln, NE 68505-3402
Mailing Address
Phone number
(402) 467-6980
Established
Firm type
Fiscal year end
# of Employees
51
SEC notice filing (51 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 2,239 |
| AUM (Assets Under Management) | $ 27,238,942,485 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 |
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.
