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Brian Keith Mcleish Sr.

Advisor at Ameritas Advisory Services, LLC — Clinton, IN

Updated today

Credentials

ChFC®, Series 63, Series 65

Experience

28 years

Location

Clinton, IN

Ameritas Advisory Services, LLC logo

Ameritas Advisory Services, LLC

Enterprise

Total advisors

550

Across 274 offices

Clients per advisor

53 Typical

Avg AUM per client

$448,118 Typical

HNW client ratio

3% Low

About

Brian Mcleish Sr. is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 28 years of industry experience. His prior work includes multiple roles at State Farm Insurance and related entities. Outside of advising, he serves as president of the Community Recreation Center Inc. board, works as a high school basketball official, and is involved in a startup renting time on a golf simulator. Ameritas Advisory Services, LLC provides investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners.

Client services

Based on Ameritas Advisory Services, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Ameritas Advisory Services, LLC

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Based on Ameritas Advisory Services, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Flat fees for financial planning and consulting services negotiated or fixed; portfolio advisor program also may charge flat or asset-based fees

Percentage

$0 - $250,000: Up to 2.30% total Advisory Fee (including program and IAR fee depending on program) $250,001 - $500,000: Up to 2.10% total Advisory Fee $500,001 - $750,000: Up to ~1.85% total Advisory Fee $750,001 - $1,000,000: Up to ~1.55% total Advisory Fee $1,000,001 - $3,000,000: Between 1.00% to 1.30% depending on program $3,000,001 - $5,000,000: Between 0.75% to 1.00% depending on program $5,000,001+: Between negotiable and 0.75% program fee plus IAR fee

Commissions

Commission-based variable insurance products sold by IARs registered with affiliated broker dealer AIC; commissions received create conflicts of interest

Project-based

Hourly financial planning and consulting fees up to $500 per hour

Other

Account minimum: Varies by program, see detailed tiers below Minimum fee: Various minimum fees e.g., $40 minimum annual fee in some programs, $50 minimum annual program fee billed monthly prorata, $350 minimum program fee for Ameritas Wealth Platform Fee-only: Financial planning and consulting charged as hourly (up to $500/hour) or flat fees, negotiated or fixed fee schedules; may be one-time or ongoing fees

Location

See office

Clinton, IN

Clinton IN

Advisors at this office

1

Most active in

Indiana · Texas

Work history

28 years of industry experience

Ameritas Investment Company, LLC

2026 - Present • 1 year

Lincoln, NE

Ameritas Advisory Services, LLC

2026 - Present • 1 year

Lincoln, NE

FRESCO Financial Advisers

2026 - Present • 1 year

Indianapolis, IN

State Farm Insurance

2026 - 2026 • 1 year

Clinton, IN

State Farm Investment Management Corp

2025 - 2026 • 1 year

Clinton, IN

State Farm Vp management corp

2025 - 2026 • 1 year

Clinton, IN

State Farm Insurance

2025 - 2025 • 1 year

Clinton, IN

State Farm Insurance

2024 - 2025 • 1 year

Effingam, IL

State Farm Investment Management Corp

2024 - 2025 • 1 year

Effingam, IL

State Farm Vp management corp

2024 - 2025 • 1 year

Effingam, IL

State Farm Investment Management

2018 - 2024 • 6 years

Clinton, IN

IHSAA

2016 - Present • 10 years

Clinton, IN

state farm insurance

2013 - 2024 • 11 years

Clinton, IN

State Farm Vp management corp

2013 - 2024 • 11 years

Clinton, IN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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William C

Series 63, Series 65

Rockville, IN

FIFTH THIRD SECURITIES, Inc.

William Cox is a financial advisor with Fifth Third Securities, Inc. in Terre Haute, Indiana, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Fifth Third Securities since 2015. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate entities, and institutional investors. The firm is distinguished by its municipal-advisor registration and affiliation with Fifth Third Bank, offering multiple discretionary managed-account options and advanced features such as direct indexing and tax-overlay services.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Matthew C

Series 63, Series 65

Brazil, IN

Cetera

Matthew Crooks is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Cetera since 2019 and previously spent eight years at Foresters Financial Services. Outside of his advisory role, Crooks has been a bartender at Coach's Timeout Sports Bar & Grille since 2009. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Eric B

CFP®, Series 66

Rockville, IN

Edward Jones

Eric Byers is a CFP®-certified financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, he managed Byers Farms LLC, an agricultural business where he performed caretaking of animals and farm machinery. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs. The firm offers both discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive

Monti B

Series 63, Series 66

Rockville, IN

Edward Jones

Monti Byers is a financial advisor with Edward Jones in Rockville, Indiana, holding Series 63 and Series 66 licenses and over 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he serves as president of BBZ Enterprises, Inc., where he is involved in sourcing investment capital and examining financial statements for real estate investments. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm operates nationally with a large advisor and branch network and offers affiliated mutual funds, tax-efficient services, and securities-based lending options.

General retirement planning Retirement income strategy Income planning Social Security optimization Medicare planning Retired Founder/Business Owner Executive

Brian D

CFP®, ChFC®, Series 66

Brazil, IN

Edward Jones

Brian Depasse is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2017. He has eight years of industry experience, including a prior role at Aeromind LLC/SILCA. Outside of his advisory work, he engages in woodworking projects as a hobby. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Max S

CFP®, Series 66

Brazil, IN

Edward Jones

Max Short is a financial advisor with Edward Jones in Brazil, Indiana, holding the CFP® and Series 66 designations. He has eight years of industry experience, including two years at Terre Haute Savings Bank prior to joining Edward Jones in 2017. Outside of his advisory role, he is president of two LLCs involved in real estate leasing and forest management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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