Brian David Kirk
Investment adviser representative at Ameritas Advisory Services, LLC
26 yearsExperience
2 statesRegistered in
$13.7BFirm assets
28 yearsFirm in business
Are you Brian David Kirk? Claim your profile
Contact this firm
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
26 years in the industry.
- Ameritas Advisory Services, LLCNov 2022 to now
- Ameritas Investment Company, LLCNov 2022 to now
- Ameritas Life Insurance CompanyNov 2022 to now
- Brian Kirk Life Insurance SalesJul 2000 to now
- The O. N. Equity Sales CompanyJul 2014 to Oct 2022
- Ohio National Financial ServicesNov 2012 to Oct 2022
- Guardian Life Insurance Co of AmericaOct 2009 to Oct 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 2920541
- Firm CRD
- 317245