Corey Lynn Poulosky
Investment adviser representative at Ameritas Advisory Services, LLC
27 yearsExperience
2 statesRegistered in
$13.7BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
27 years in the industry.
- dba Envision Wealth NetworkOct 2022 to now
- Ameritas Advisory Services, LLCNov 2021 to now
- Central Financial ServicesJan 2019 to now
- Midwest Resource GroupJan 2010 to now
- Poulosky and Associates, Inc.Nov 2009 to now
- Ameritas Investment Corp.Apr 1999 to now
- Ameritas Life Insurance CorpMar 1999 to now
- Ameritas Wealth AdvisorsMar 1999 to now
- Summit Insurance GroupMar 2018 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
Ameritas Advisory Services, LLC
$13.7BAssets managed
29,718Clients
543Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2403481
- Firm CRD
- 317245