CB
Corey Boerner
AMERITAS ADVISORY SERVICES
Salisbury, MD 21804
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CRD#: 7388330
CB
Professional summary
Corey Boerner is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Salisbury, Maryland and AMERITAS INVESTMENT COMPANY, LLC located in Salisbury, Maryland.
Corey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Corey 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 AFP GROUP, LLC; SAME AS BRANCH; INV REL; FINANCIAL PLANNING; FINANCIAL PLANNER; START DATE=06/2021; HRS/MO=160; TRADING HRS/MO=160; MEET WITH CLIENTS ON INVESTMENT NEEDS * BALANCED FINANCIAL SERVICES; SAME AS BRANCH; INV REL; SMALL ACCOUNTING FIRM THAT DOES BOOKKEEPING, CONSULTATION AND TAX PREPARATION; OWNER; START DATE=05/2021; HRS/MO=20; TRADING HRS/MO=15; OWNER OF THE BUSINESS-I DO TAX PREPARATION FOR INDIVIDUALS * Bear Wealth Management LLC; same as branch; inv rel; managing investments and insurance; Owner; start date=8/2024; hrs/mo=80; trading hrs/mo=80; Selling and managing investments and insurance
CRS (Client Relationship Summary) - RIA
Click below to view Corey Boerner'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
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 1323 Mount Hermon Rd Unit 5b, Salisbury, MD 21804RIA
CRD#: 317245
Salisbury, MD
Current
July 9, 2021 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 1323 Mount Hermon Rd Unit 5b, Salisbury, MD 21804BD
CRD#: 14869
Salisbury, MD
Past
August 26, 2021 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
SALISBURY, MD
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
Delaware(8/26/2021)
RR
Florida(4/24/2025)
RR
Maryland(8/26/2021)
IAR
Maryland(11/1/2021)
RR
New Jersey(4/24/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/9/2021
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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Company Information
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245Salisbury, MD 21804TRUST BUT VERIFY
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