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Michael Ernest Canfield

Advisor at Ameritas Advisory Services, LLC — Derby, KS

Updated today

Credentials

Series 66

Experience

12 years

Location

Derby, KS

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

Michael Canfield is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. He has 12 years of industry experience, including prior roles at Cornerstone Financial Partners, Ltd, First Heartland Capital Inc, and LPL Financial LLC. Outside of advising, he is involved with Cornerstone Financial Partners, Ltd as an insurance agent. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and multiple custodial platforms.

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

Derby, KS

Derby KS

Advisors at this office

1

Most active in

Kansas

Work history

12 years of industry experience

Ameritas Advisory Services, LLC

2024 - Present • 2 years

Lincoln, NE

Ameritas Investment Company, LLC

2024 - Present • 2 years

Lincoln, NE

Cornerstone Financial Partners, Ltd

2022 - Present • 4 years

Derby, KS

First Heartland Capital Inc

2022 - 2024 • 2 years

Lake St Louis, MO

Unemployed - not registered with a B/D during this time

2021 - 2022 • 1 year

Derby, KS

LPL Financial LLC

2019 - 2021 • 2 years

Wichita, KS

Credit Union Of America

2017 - 2021 • 4 years

Wichita, KS

CUSO Financial Services, LP

2016 - 2019 • 3 years

San Diego, CA

CUSO Financial Services, L.P.

2016 - 2019 • 3 years

KS

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

Nathaniel O

CFP®, Series 63, Series 65, CIMA®

Wichita, KS

Primerica Advisors

Nathaniel Oliphant is a CFP® professional with 18 years of industry experience, currently affiliated with Primerica Advisors in Wichita, KS. He has been with Primerica Advisors since 2007 and also works with Loe Financial Group. His other business activities include sales of investment-related products and referral services for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar

Stacey A

Series 66

Wichita, KS

American Freedom Investments, LLC

Stacey Alan is a financial advisor at American Freedom Investments, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Ohio National Financial Services, The O.N. Equity Sales Company, and Kansas Real Estate Consultants. In addition to his advisory role, he operates a sole proprietorship focused on life insurance, annuities, disability, and long-term care insurance sales. American Freedom Investments provides discretionary investment supervisory services to individual investors, high-net-worth clients, trusts, and corporate pension and profit-sharing plans. The firm’s investment approach centers on fundamental and macroeconomic analysis with portfolios primarily composed of sector-focused ETFs, alongside explicit risk-management procedures and use of fixed indexed annuities to address retirement income gaps.

Annuities
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Fred L

Series 63, Series 65

Wichita, KS

Farrecian Investments Inc

Fred Liebau Jr. is an independent financial advisor at Farrecian Investments Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including LG Advisory Group, United Planners Financial Services, and his own sole proprietorship. In addition to advisory services, he is a licensed insurance agent involved in insurance sales and service. Farrecian Investments serves individuals, high-net-worth clients, and business entities with a focus on managing variable annuity and variable life subaccounts, financial planning, and consulting. The firm typically provides non-discretionary portfolio assembly and monitoring, financial plans, and referrals to third-party money managers, managing about $11.55 million for roughly 43 clients.

Annuities Life insurance needs analysis General retirement planning Cash flow / budgeting General tax planning
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Rayan H

Series 65

Wichita, KS

Baumont Capital LLC

Rayan Hajj Ali is a financial advisor at Baumont Capital LLC in Wichita, KS, holding a Series 65 designation and beginning his career in the industry. Prior to his role in financial advising, he has worked at firms including Mid-Continent Instruments & Avionics and Airbus, with additional experience in academic and technical positions. Baumont Capital LLC provides discretionary portfolio management and investment consultation to individuals, retirement accounts, trusts, and high-net-worth clients. The firm employs a variety of investment strategies across U.S. and international equities, fixed income, ETFs, and selected digital assets, tailoring portfolios to client objectives using multiple analytical approaches.

Active portfolio management Factor investing / smart beta
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Michael S

Series 66, Series 63

Rose Hill, KS

Tower Financial Strategies Corp.

Michael Snow is a financial advisor at Tower Financial Strategies Corp. with 13 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including New York Life Insurance Company and Eagle Strategies. Snow volunteers as a board member for the Augusta Municipal Airport and supports the Tower Aviation Institute, an aviation education nonprofit. Tower Financial Strategies Corp. serves individuals, charitable organizations, and business entities by providing financial planning and non-discretionary investment advisory services. The firm directs clients to third-party investment managers and offers insurance products, annuities, ETFs, hedge funds, and private equity funds, emphasizing referral relationships and ongoing due diligence.

Options & derivatives strategies Annuities
user avatar

Jonathan H

CFP®, Series 65

Wichita, KS

Wichita Wealth Management, LLC

Jonathan Harner is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Wichita Wealth Management, LLC since 2016. The firm serves individual investors, couples, families, and small businesses with ongoing wealth management, financial planning, and retirement-plan services. Operating as a fee-only fiduciary, the firm focuses on asset allocation and a long-term buy-and-hold strategy using no-load mutual funds and ETFs, providing tailored advisory services across various financial planning needs.

General retirement planning Medicare planning Roth conversion strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner Retired
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