user avatar

Madison M Staples

Advisor at Ameritas Advisory Services, LLC — Presque Isle, ME Fort Fairfield Rd

Updated today

Credentials

Series 65

Experience

1 year

Location

Presque Isle, ME 04769

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

Madison Staples is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Ameritas, Madison has held roles at Thompson Financial Group and Ameritas Life Insurance Corp. Outside of financial advising, Madison has professional experience in the hospitality and retail sectors, including roles at Boondocks Grill and Blush Bridal & Formal. 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, utilizing both in-house model portfolios and third-party managers, with a platform that integrates with various Ameritas affiliates.

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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

Presque Isle, ME Fort Fairfield Rd

99 Fort Fairfield Rd Ste 3

Presque Isle ME 04769

Advisors at this office

2

Most active in

Maine · Texas

Work history

1 year of industry experience

StewardWell LLC

2026 - Present • 1 year

Presque Isle, ME

Ameritas Life Insurance Corp

2026 - Present • 1 year

Lincoln, NE

Thompson Financial Group

2023 - Present • 3 years

Presque Isle, ME

Ameritas Advisory Services, LLC

2023 - Present • 3 years

Lincoln, NE

Boondocks Grill

2023 - 2024 • 1 year

Fort Fairfield, ME

Bemis & Rossignol, LLC

2021 - 2023 • 2 years

Presque Isle, ME

Boondocks Grill

2021 - 2021 • 1 year

Fort Fairfield, ME

Blush Bridal & Formal

2020 - 2021 • 1 year

Presque Isle, ME

Unemployed

2020 - 2020 • 1 year

N/A, ME

Foreside Tavern

2019 - 2020 • 1 year

Falmouth, ME

Mascatos

2018 - 2019 • 1 year

Caribou, ME

Frederick's Southside

2017 - 2018 • 1 year

Caribou, ME

Three Rivers Rafting Company

2017 - 2017 • 1 year

West Forks, ME

Old Navy

2016 - 2017 • 1 year

South Portland, ME

Disclosures

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

Business activities & affiliations

user avatar

Emil H

Series 65

Presque Isle, ME

Ameritas Advisory Services, LLC

Emil Huck IV is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 designation and four years of industry experience. Prior to joining Ameritas, he worked for the Defense Finance and Accounting Service for 15 years. Outside of his advisory role, he owns and manages Moose Ridge Cabins, handling renter communications and maintenance. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm employs a diverse investment approach, including in-house and third-party model portfolios, discretionary and non-discretionary programs, and integration with Ameritas affiliates across financial services.

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

Benjamin S

Series 65

Presque Isle, ME

Ameritas Advisory Services, LLC

Benjamin Shaw is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 designation and five years of industry experience. He has worked with Ameritas since 2021 and serves as Chief Operating Officer at Thompson Financial Group, where he assists with business management and operations. 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 utilizing in-house and third-party managers, with a platform that integrates co-advisory relationships and various managed account solutions.

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

Michael M

Series 63, Series 65

Presque Isle, ME

Ameritas Advisory Services, LLC

Michael Marquis is a financial advisor with Ameritas Advisory Services, LLC, holding the Series 63 and Series 65 licenses and having eight years of industry experience. He has worked with Ameritas since 2017 across multiple affiliated entities and also maintains a role with Thompson Financial Group. Outside of finance, Marquis operates small businesses in dog sitting and landscaping, and co-hosts a television show, MaineLife, which features travel and leisure in Maine. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a variety of discretionary and non-discretionary programs utilizing both in-house model portfolios and third-party managers, with a platform that includes co-advisory relationships and integrated solutions alongside affiliated Ameritas entities.

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

Tanya L

Series 63, Series 66

Presque Isle, ME

Key Investment Services LLc

Tanya Lapointe is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and possessing 20 years of industry experience. Her career includes over three decades with KeyBank from 1985 to 2020 and continuous service at Key Investment Services LLC since 2006. Key Investment Services LLC provides a range of advisory programs, model portfolios, and managed accounts to individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed investment decisions supported by professional recommendations and ongoing monitoring, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
user avatar

Elise B

Series 66

Easton, ME

Ameriprise

Elise Browning is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2020. Prior to her advisory role, she worked at the College of Charleston for nine years. Outside of her advisory work, Browning is an owner of a consulting business, serves on the board of the Children's Museum of Aroostook County, and teaches organization and leadership courses at the University of Maine, Presque Isle, as well as an online MBA course for The Citadel. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Scott V

Series 66

Presque Isle, ME

Mass Mutual Investors Services

Scott Violette is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds a Series 66 designation and has previously worked at MetLife Securities Inc. and MassMutual Life Insurance Co. In addition to his advisory role, he serves as a trustee administering a 401(k) plan and offers Medicare supplement products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using collaborative, goal-based approaches.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")