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Frank Campbell Kinter Jr.

Advisor at Ameritas Advisory Services, LLC — Indiana, PA 922 Philadelphia St

Updated today

Credentials

Series 63

Experience

41 years

Location

Indiana, PA 15701

Ameritas Advisory Services, LLC logo

Ameritas Advisory Services, LLC

Enterprise

Total advisors

550

Across 276 offices

Clients per advisor

53 Typical

Avg AUM per client

$448,118 Typical

HNW client ratio

3% Low

About

Frank Kinter Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 41 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has longstanding roles with Ameritas Life Insurance Corp, Ameritas Investment Corp., Western PA Financial Center, and Upstreet Financial Advisors. Outside of his advisory work, he is involved in retail business operations through Lucy Rae Inc. and Upstreet Ace Hardware LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

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 Wealth management

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, typically collected 50% in advance and 50% upon delivery

Percentage

$0 - $250,000: Up to 2.00% $250,001 - $500,000: Up to 1.75% $500,001 - $750,000: Up to 1.50% $750,001 - $1,000,000: Up to 1.25% $1,000,001 - $3,000,000: Up to 1.00% $3,000,001+: Negotiable or as low as 0.75% depending on program

Commissions

Commission-based compensation may apply for variable insurance products sold through affiliated broker-dealer AIC

Project-based

Hourly financial planning fees up to $500/hour

Other

Account minimum: Varies by program; see specific program minimums below Minimum fee: Minimum annual program fees such as $40 or $50 depending on program Fee-only: Financial planning and consulting fees charged as hourly fees up to $500/hour or flat fees; one-time or ongoing basis

Location

See office

Indiana, PA 922 Philadelphia St

922 Philadelphia St

Indiana PA 15701

Advisors at this office

3

Most active in

Pennsylvania

Work history

41 years of industry experience

Ameritas Advisory Services, LLC

2021 - Present • 5 years

Lincoln, NE

Upstreet Financial Advisors

2008 - Present • 18 years

Indiana, PA

Ameritas Life insurance Corp

1988 - Present • 38 years

Lincoln, NE

Ameritas Investment Corp.

1984 - Present • 42 years

Indiana, PA

Western PA Financial Center

1982 - Present • 44 years

Indiana, PA

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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Galen B

Series 63, Series 65

Indiana, PA

Foundations Investment Advisors LLC

Galen Bargerstock Jr. is a financial advisor at Foundations Investment Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Encompass More Asset Management LLC, Verity Investments, Inc., and Corecap Investments Inc. Outside of his advisory role, he serves as president of an insurance agency. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients, offering portfolio management, financial planning, and retirement-plan support through a network of nearly 300 investment adviser representatives.

Private / alternative investments ESG / Sustainable investing Concentrated stock management Founder/Business Owner Executive
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Levi A

Series 65

Indiana, PA

Signal Advisors Wealth, LLC

Levi Allison is a financial advisor at Signal Advisors Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms including Encompass More Asset Management LLC and Stokes Retirement Ltd. Outside of advisory work, he is also licensed as an insurance agent, engaging in the sale of various insurance products. Signal Advisors Wealth provides investment management and financial planning services to individual, high-net-worth, family, and business clients. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, offering discretionary model portfolios and third-party manager strategies through its Signal Platform.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive
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Nolan S

Series 65

Indiana, PA

Signal Advisors Wealth, LLC

Nolan Stokes is a financial advisor at Signal Advisors Wealth, LLC with three years of industry experience. He holds a Series 65 license and has previously worked at Foundations Investment Advisors, Encompass More Asset Management LLC, and Forest Ridge Private Wealth LLC. Outside of advisory work, he is involved as a life and annuity insurance producer through Forest Ridge Private Wealth LLC. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm manages discretionary strategies using a top-down, tactical asset allocation process and supports several thousand retail accounts across its multi-team structure.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive
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Malcolm P

CFA®, Series 63, Series 66

Indiana, PA

Stratos Wealth Advisors LLC

Malcolm Polley is a financial advisor with Stratos Wealth Advisors LLC and holds the CFA® designation along with Series 63 and 66 licenses. He has 12 years of industry experience, including long tenures at Stewart Capital Advisors and S&T Bank. Outside of his advisory work, he co-owns a craft shop called A Lit Bit of Country, LLC, and serves on the board and endowment committee of the YMCA of Indiana County. He also teaches finance and economics as an adjunct faculty member at Indiana University of Pennsylvania. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and retirement plans. The firm offers investment management, financial planning, and insurance consulting through a network of supervised investment advisory representatives who use a combination of bespoke and model portfolios and engage both affiliated and third-party subadvisers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner Executive Retired Mid-Career Professionals Approaching retirement
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Christopher A

Series 65, Series 63

Indiana, PA

Ameritas Advisory Services, LLC

Christopher Adams is a financial advisor at Ameritas Advisory Services, LLC with 19 years of industry experience. He holds Series 65 and Series 63 credentials. His prior experience includes roles at Infinex Investments, Inc. and First Commonwealth Bank. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs through a combination of in-house model portfolios and third-party managers, serving a broad client base including high-net-worth individuals and employer-sponsored retirement plans.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Larry C

Series 63, Series 65

Indiana, PA

Eagle Strategies (NY Life)

Larry Catlos is a financial advisor with Eagle Strategies (New York Life) based in Indiana, PA. He holds Series 63 and Series 65 licenses and has 43 years of industry experience, including over two decades at Eagle Strategies. He is also the sole proprietor of Strategic Planning Partners, a coaching and personal self-development business. Additionally, Catlos serves as Chairperson of the Mission's Committee and is a board member of Grace Church of Indiana. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of advisory programs tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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