Kalpnesh Patel
Investment Adviser Representative at Ameritas Advisory Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kalpnesh Patel is an investment adviser representative with Ameritas Advisory Services, LLC in Temecula, CA, where they have been registered since 2023. They have worked in the securities industry since 2019 and were previously registered with Prudential Financial Planning Services. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
- Broker:
2 states and territories
Arizona, California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Nylife Securities LLCMar 2019 – Jun 2019San Diego, CA
- New York Life Insurance CompanyJun 2018 – Jun 2019San Diego, CA
- UnemployedDec 2017 – May 2018Temecula, CA
- Accenture IncOct 2009 – Dec 2017San Diego, CA
- World Financial Group InsuranceAug 2017 – Jun 2018Tustin, CA
- Pruco Securities, LLC.Sep 2019 – Jan 2023San Diego, CA
- RH Benefits Insurance Services, Inc.Jun 2019 – no end date reportedTemecula, CA
- Prudential Insurance Company of AmericaOct 2019 – Jan 2023San Diego, CA
- Ameritas Investment Company, LLCMar 2023 – no end date reportedLincoln, NE
- Ameritas Advisory Services, LLCMar 2023 – no end date reportedLincoln, NE
- RHB AdvisorsJan 2023 – no end date reportedTemecula, CA
- Capstone Financial GroupFeb 2023 – no end date reportedFolsom, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Ameritas Advisory Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $5,000 (waivable)
- First $250,0002.00%
- $250,001 – $500,0001.75%
- $500,001 – $750,0001.50%
- $750,001 – $1,000,0001.25%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 551
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Lincoln, NE
- SEC file number:
- 801-55153
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at Ameritas Advisory Services, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kalpnesh Patel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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