JM
Josh Mikus
AMERITAS ADVISORY SERVICES
La Vista, NE 68128
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CRD#: 7377524
JM
Professional summary
Josh Mikus is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in La Vista, Nebraska and AMERITAS INVESTMENT COMPANY, LLC located in La Vista, Nebraska.
Josh is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Josh has worked at 2 firms and has passed the Series 66, 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.
THE EXPERIENCE COMPANY; 1515 R ST, LINCOLN, NE, 68508; NON INV REL; PERSONAL/PROFESSIONAL DEVELOPMENT; OFFICER; START DATE=01/2021; HRS/MO=20; TRADING HRS/MO=5; PERSONAL/PROFESSIONAL DEVELOPMENT* INSOURCE FINANCIAL ADVISORS; SAME AS BRANCH; INV REL; INSURANCE & ANNUITY SALES; EMPLOYEE; START DATE=05/2022; HRS/MO=80; TRADING HRS/MO=75; ADMIN DUTIES * BETA THETA PI; NON INV REL; 1515 R ST, LINCOLN, NE 68505; FRATERNITY; OFFICER; START DATE=8/2020; HRS/MO=20; TRADING HRS/MO=5; MANAGE BUDGET/COLLECT DUES, MAKE DECISIONS TO ENSURE A GOOD ENVIRONMENT
CRS (Client Relationship Summary) - RIA
Click below to view Josh Mikus'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
August 8, 2024 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 12120 Port Grace Blvd Ste 101, La Vista, NE 68128RIA
CRD#: 317245
La Vista, NE
Current
February 22, 2024 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 12120 Port Grace Blvd Ste 101, La Vista, NE 68128BD
CRD#: 14869
La Vista, 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".
AA
AMERITAS ADVISORY SERVICES, LLC
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.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
Arizona(7/29/2025)
RR
Colorado(5/7/2025)
RR
Florida(5/7/2025)
RR
Iowa(9/12/2025)
RR
Nebraska(8/7/2024)
IAR
Nebraska(8/8/2024)
RR
Wisconsin(6/13/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/22/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)Upgrade to AdvisorCheck Premium
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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
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 | ||
| 07/23/2024 | ||
| 07/27/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245La Vista, NE 68128TRUST BUT VERIFY
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