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Detailed Report
JOEL MICHAEL ENGLE
CRD#: 4805164
IA
Investment Adviser
B
Broker
AMERITAS ADVISORY SERVICES, LLCCRD#: 317245 KANSAS CITY, MO
AMERITAS INVESTMENT COMPANY, LLCCRD#: 14869 Kansas City, MO
Registration History
200420062008201020122014201620182020202220242026IAAMERITAS ADVISORY SERVICES, LLC (CRD# 317245)2021 - Present (3 years)BAMERITAS INVESTMENT COMPANY, LLC (CRD# 14869)2004 - Present (20 years)IAAMERITAS ADVISORY SERVICES (CRD# 14869)2005 - 2021 (16 years)
License(s)

State Registrations

B
California 5/13/2010
IA
Nebraska 11/1/2021
B
Missouri 11/18/2014
B
South Dakota 2/2/2011
IA
Missouri 11/1/2021
B
Virginia 10/10/2011
B
Nebraska 2/1/2005

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
AMERITAS ADVISORY SERVICES, LLC (CRD#:317245)
KANSAS CITY, MO
Registered with this firm since 11/1/2021
B
AMERITAS INVESTMENT COMPANY, LLC (CRD#:14869)
Kansas City, MO
Registered with this firm since 9/29/2004
Previous Registration(s)
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IA
 02/17/2005 - 11/01/2021 AMERITAS ADVISORY SERVICES (CRD#:14869) KANSAS CITY, MO
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.