Mark D Scholz
Investment adviser representative at Ameritas Advisory Services, LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$13.7BFirm assets
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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
18 years in the industry.
- Ameritas Advisory Services, LLCNov 2021 to now
- Envision Wealth NetworkNov 2008 to now
- Midwest Resource GroupNov 2008 to now
- Ameritas Investment CorpJun 2008 to now
- Ameritas Life Insurance CorpJun 2008 to now
- Fiesta Condo 39th Street LLCAug 2008 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2013
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
- 5553726
- Firm CRD
- 317245