Role at Ameritas Advisory Services
- Title on Schedule A
- Vice President & Chief Compliance Officer
- Control
- Matthew Kinsella is a control person of Ameritas Advisory Services.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Matthew Kinsella has held the filed role since June 2022.
The firm
Form ADV filed 1 October 2026
Career on record
Matthew Kinsella has been registered through Ameritas Advisory Services since November 2021, and before that through Ameritas Advisory Services and Securities America Advisors, Inc..
- – present · 5 years, · Adviser representative · Firm CRD 317245
- Ameritas Advisory Services– · 1 yearLincoln, NE · Adviser representative · Firm CRD 14869
- Passed SIE · 2018
- Securities America Advisors, Inc.– · 10 yearsLa Vista, NE · Adviser representative · Firm CRD 110518
- Passed Series 24 and Series 66 · 2010
- Passed Series 7 · 2007
Registrations and exams
Matthew Kinsella has a current investment-adviser registration in Nebraska and has passed 4 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Nebraska | Investment adviser representative | Approved | 1 November 2021 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 September 2010 |
| Series 24 | General Securities Principal Examination | 29 July 2010 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 24 July 2007 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Matthew John Kinsella
- CRD
- 5217108
- Registration status
- Investment adviser and broker registrations
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Matthew Kinsella work?
Matthew Kinsella has been Vice President & Chief Compliance Officer of Ameritas Advisory Services, LLC since June 2022, and is a control person of the firm.
Is Matthew Kinsella a financial advisor?
Yes. Matthew Kinsella has a current investment-adviser registration in Nebraska, through Ameritas Advisory Services since November 2021, as of 18 October 2026.
How many years of experience does Matthew Kinsella have?
Matthew Kinsella has worked in the financial industry for 19 years as of 18 October 2026, counted from 24 July 2007, across 3 adviser firms.
What exams has Matthew Kinsella passed?
Matthew Kinsella has passed 4 licensing exams: the Series 7, Series 24, Series 66 and SIE. The earliest, the Series 7, was passed in July 2007.
Where did Matthew Kinsella work before Ameritas Advisory Services?
Before Ameritas Advisory Services, Matthew Kinsella was registered through Ameritas Advisory Services, October 2020 to November 2021; Securities America Advisors, Inc., September 2010 to October 2020.
Leadership at Ameritas Advisory Services
- Richard BertholdVice President, Service & Operations
- Jeremy RobsonPresident
- Roger RuzVice President, Sales Supervision
- Ryan BeasleyMember, Board of Directors
- Rollin BielSecond VP, Financial Reporting
- Orlando CruzMember, Board of Directors
- Kelly HalversonMember, Board of Directors
- Michele WuBoard of Directors