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James Michael Kais

AMERITAS ADVISORY SERVICES, LLC·LINCOLN, Nebraska
SIE, Series 6, Series 26, Series 63, Series 99TOClean recordAMERITAS ADVISORY SERVICES, LLC
5900 O STREET, LINCOLN, NE 68510CRD# 2529327Firm CRD# 317245

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Michael Kais · LINCOLN, NE
Registration
CRD #2529327 · AMERITAS ADVISORY SERVICES, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
AMERITAS ADVISORY SERVICES, LLC
CRD 317245 · SEC 801-55153
AUM
$10.3B
Regulatory assets under management
Employees
545
39,033 client accounts
Services offered by AMERITAS ADVISORY SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at AMERITAS ADVISORY SERVICES, LLC →
Introduction

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Frequently Asked Questions

What services does James Michael Kais offer?
James Michael Kais specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LINCOLN, Nebraska for a consultation.
What are James Michael Kais's credentials?
James Michael Kais is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Michael Kais located?
James Michael Kais is based in LINCOLN, Nebraska, working with AMERITAS ADVISORY SERVICES, LLC. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.
How does James Michael Kais charge for services?
James Michael Kais's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMERITAS ADVISORY SERVICES, LLC?
AMERITAS ADVISORY SERVICES, LLC has approximately 545 employees and manages $10.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AMERITAS ADVISORY SERVICES, LLC

Brandon Michael Mann
LINCOLN, NE
Ryan Charles Beasley
LINCOLN, NE
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Susanne Marie Denby
LINCOLN, NE
Jennifer Ann Kobza
LINCOLN, NE
Elizabeth Michelle Walker-Sadler
LINCOLN, NE
Jeremy Michael Robson
LINCOLN, NE

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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