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Kevin Trinidad

Advisor at Ameritas Advisory Services, LLC

Updated today

Location

Oakbrook Terrace, IL 60181

Credentials

Series 63, Series 65

Industry experience

21 years

About

Kevin Trinidad is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Prudential and Mutual of Omaha. He owns and operates Wealthpoint360, an insurance brokerage business. 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

1 Mid America Plaza, Floor 3

Oakbrook Terrace, IL 60181

Most active in

Illinois

Work history

Ameritas Advisory Services, LLC

2021 - Present (5 years)

Ameritas Investment Company, LLC

2021 - Present (5 years)

Ameritas Life Insurance

2021 - Present (5 years)

Wealthpoint360

2020 - Present (6 years)

Pruco Securities LLC

2019 - 2020 (1 year)

The Prudential Insurance Company of America

2019 - 2020 (1 year)

MUTUAL OF OMAHA Investor Services

2014 - 2019 (5 years)

MUTUAL OF OMAHA INSURANCE COMPANY

2014 - 2019 (5 years)

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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General retirement planning Social Security optimization Tax-loss harvesting
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General retirement planning General tax planning Passive / index investing Real estate investing
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