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Steven Michael Oss

AMERITAS INVESTMENT CORP·LINCOLN, Nebraska
SIE, Series 7, Series 24, Series 27, Series 99TOClean recordAMERITAS INVESTMENT CORP
5900 "O" STREET, LINCOLN, NE 68510CRD# 4696804Firm CRD# 14869

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Michael Oss · LINCOLN, NE
Registration
CRD #4696804 · AMERITAS INVESTMENT CORP
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
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 INVESTMENT COMPANY, LLC
CRD 14869 · SEC 801-
AUM
$7.8B
Regulatory assets under management
Employees
611
27,982 client accounts
Services offered by AMERITAS INVESTMENT COMPANY, 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 INVESTMENT COMPANY, LLC →
Introduction

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Frequently Asked Questions

What services does Steven Michael Oss offer?
Steven Michael Oss specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LINCOLN, Nebraska for a consultation.
What are Steven Michael Oss's credentials?
Steven Michael Oss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Michael Oss located?
Steven Michael Oss is based in LINCOLN, Nebraska, working with AMERITAS INVESTMENT CORP. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.
How does Steven Michael Oss charge for services?
Steven Michael Oss's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, performance-based 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 INVESTMENT CORP?
AMERITAS INVESTMENT CORP has approximately 611 employees and manages $7.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AMERITAS INVESTMENT CORP

Jay Allen Spearman
LINCOLN, NE
Dallas Wayne Watkins
LINCOLN, NE
John Edward Trecek
LINCOLN, NE
Bruce David Lefler
LINCOLN, NE
Gerald Quintin Herbert
LINCOLN, NE
Kurt Joseph Shallow
LINCOLN, NE

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Research
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