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Lori Linn Kastrup

Ameritas Investment Company, LLC

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About Lori Linn Kastrup

Lori Kastrup is a financial advisor with Ameritas Investment Company, LLC. Lori has been in the financial services industry since 1991 and has experience working with a variety of clients. Lori holds both Series 7 and Series 63 licenses. Lori is registered with FINRA and 42 states. Lori previously worked at WELLS FARGO CLEARING SERVICES, LLC, AMERITAS INVESTMENT CORP., and KIRKPATRICK, PETTIS, SMITH, POLIAN INC.

Firm Information

Lori Kastrup is currently registered with Ameritas Investment Company, LLC. Ameritas Investment Company, LLC is a Limited Liability Company formed in April 1984. It is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

297

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Lori Kastrup’s Registration & Firm History

NE

01/12/2022 - Present

Ameritas Investment Company, LLC (LAVISTA NE)

NE

04/10/2015 - 12/06/2021

WELLS FARGO CLEARING SERVICES, LLC (OMAHA NE)

NE

07/11/1997 - 12/15/2014

AMERITAS INVESTMENT CORP. (OMAHA NE)

NE

07/08/1991 - 07/18/1997

KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)

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Licenses & Designations

BC

Issued 04/20/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lori Linn Kastrup.
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