Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
15 years
Location
Kalama, WA
Ameritas Advisory Services, LLC
Enterprise
Karina Chang Camacho is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. She has worked at Ameritas Advisory Services since 2021 and has been involved with Canvas Financial and Boom Planning for over eight and fifteen years, respectively. Outside of her advisory roles, she manages portfolio analysis, trading, compliance, and training activities at Boom Planning and Canvas Financial. 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 utilizes model portfolios, third-party sub-advisers, and custom strategies, with a focus on both individual and institutional clients.
Based on Ameritas Advisory Services, LLC
Based on Ameritas Advisory Services, LLC
Flat fees for financial planning and consulting services, typically collected 50% in advance and 50% upon delivery
$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
Commission-based compensation may apply for variable insurance products sold through affiliated broker-dealer AIC
Hourly financial planning fees up to $500/hour
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
Kalama, WA
Kalama WA
Advisors at this office
1
California · Texas · Washington
15 years of industry experience
Ameritas Advisory Services, LLC
2021 - Present • 5 years
Lincoln, NE
Canvas Financial
2018 - Present • 8 years
San Francisco, CA
20/20 Capital Management, Inc.
2015 - 2018 • 3 years
Costa Mesa, CA
20/20 Financial Advisers, San Francisco, Llc
2014 - 2018 • 4 years
San Francisco, CA
Boom Planning
2011 - Present • 15 years
San Francisco, CA
Ameritas Investment Corp
2010 - Present • 16 years
Lincoln, NE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 66
Longview, WA
Bryant Wealth Management, Inc.
John Bryant is the sole advisor at Bryant Wealth Management, Inc., an independent firm based in Longview, WA. He holds Series 63 and Series 66 designations and has 20 years of industry experience, having led his firm since 2006. Bryant also serves in an elected municipal public office. Bryant Wealth Management provides financial planning and discretionary portfolio management to individuals, households, and small businesses. The firm offers customized investment strategies and additional financial-management services, including bookkeeping and tax preparation, with an institutional custodial relationship through Charles Schwab.
CFP®, ChFC®, Series 63, Series 65
Longview, WA
Retirement Strategies
Damon George is a CFP® and ChFC® with 24 years of experience in financial advising. He is the sole advisor at Retirement Strategies, an independent firm based in Longview, WA. His prior experience includes roles at Cambridge Investment Research Advisors, United Planners' Financial Services of America, and Independent Financial Group. Retirement Strategies provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses, utilizing a multi-disciplinary investment approach and active use of third-party managers.
PFS™, Series 65
La Center, WA
Apforia
Rebecca Meats is a financial advisor at Apforia with seven years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Apforia, she worked at Independent Progressive Advisors and Warga Asset Management, and she owns Rebecca E Meats CPA LLC, where she prepares tax returns and provides tax planning for individuals and businesses. Apforia serves primarily individual and high-net-worth clients through a team of about 10 advisors, offering investment management and comprehensive financial planning. The firm employs a goal- and risk-based investment process using strategic and tactical asset allocation with a combination of passive and active strategies and operates under a fee-only, fiduciary framework.
Series 63, Series 65
Longview, WA
Continental Investors Services, Inc.
Aili Wild is a financial advisor at Continental Investors Services, Inc. in Longview, WA, holding Series 63 and Series 65 licenses with 13 years of industry experience. Outside of her advisory role, she is an independent retailer for Tranont, selling supplements and occasionally hosting in-home classes. Continental Investors Services, Inc. provides SEC-registered investment advisory and portfolio management services primarily to individual clients, offering managed portfolios along with financial planning and insurance solutions. The firm integrates discretionary portfolio management with brokered transactions and commissionable insurance sales, supported by a team of licensed representatives.
Series 63, Series 65
Longview, WA
Continental Investors Services, Inc.
Max Kamp is a financial advisor with Continental Investors Services, Inc. in Longview, WA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Continental Investors Services since 1992. Outside of his advisory role, he is the proprietor of NW Financial Service, which deals in life insurance. Continental Investors Services, Inc. provides SEC-registered investment advisory and portfolio management services primarily to individual clients, offering managed portfolios alongside financial planning and insurance solutions. The firm emphasizes fixed-income and municipal securities and combines discretionary portfolio management with brokered transactions and insurance sales.
Series 66
La Center, WA
Stirlingshire Investments
David Rutan is a financial advisor at Stirlingshire Investments in La Center, WA, with 12 years of industry experience. He holds a Series 66 designation and previously worked at Fisher Investments and Prudential Insurance Company of America. Outside of advising, he owns an LLC that holds a judgment and is managed through legal collection efforts. Stirlingshire Investments provides discretionary portfolio management and financial planning to individuals, trusts, and other entities without a firmwide account minimum. The firm employs a variety of analytical methods and investment strategies, managing accounts on a discretionary basis and offering access to third-party and proprietary model portfolios.
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