Kirk Matthew Tokheim
Investment adviser representative at Ameritas Advisory Services, LLC
12 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
12 years in the industry.
- Ameritas Advisory Services, LLCAug 2025 to now
- Ameritas Investment Company, LLCAug 2025 to now
- Ameritas Life Insurance CorpAug 2025 to now
- Ae Financial Services, LLCMay 2021 to Jul 2025
- Ae Wealth Management, LLCMay 2021 to Jul 2025
- Lincoln-ottawa-harrison Fire DistrictJun 2017 to Oct 2023
- Kirk Tokheim, PhotographerAug 2016 to Apr 2021
- Waddell & Reed IncJun 2014 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (IA, NE).
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
- 3249439
- Firm CRD
- 317245