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Steven Paul Tunink

Advisor at Ameritas Advisory Services, LLC — Indiana, PA 1730 Philadelphia St

Updated today

Credentials

Series 63

Experience

39 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

Steven Tunink is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 39 years of industry experience. He has a long tenure with Ameritas-affiliated firms dating back to 1986 and serves as owner and managing partner of the WPA Financial Center dba Ameritas Financial Services of WPA. Tunink also serves on the board of the National Association of Insurance and Financial Advisors (NAIFA) of Indiana County, PA. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate clients, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and customized portfolio strategies delivered through affiliated investment adviser representatives.

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 1730 Philadelphia St

1730 Philadelphia St

Indiana PA 15701

Advisors at this office

3

Most active in

Pennsylvania · Texas

Work history

39 years of industry experience

Ameritas Advisory Services, LLC

2021 - Present • 5 years

Lincoln, NE

Ameritas Life Insurance Corp of New York

2010 - Present • 16 years

New York, NY

WPA Financial Center dba Ameritas Financial Services of WPA

2007 - Present • 19 years

Indiana, PA

Western PA Financial Ctr dba Ameritas Financial Services of WPA

2007 - Present • 19 years

Indiana, PA

Ameritas Life insurance Corp

1988 - Present • 38 years

Lincoln, NE

Ameritas Investment Corp.

1986 - Present • 40 years

Lincoln, NE

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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Eric S

Series 63, Series 65

Saltsburg, PA

Vanderbilt Advisory Services

Eric Sutliff is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior work includes roles at Uber, Grove Point Investments, Horizon Transport, Delta Global Services, and H. Beck, Inc. He also works as an independent contractor driver for vehicle transport and rideshare services. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and combines fundamental, technical, and charting analysis, with a notable integration of retirement-plan and benefits firms supporting pension consulting and plan administration.

Wealth management Active portfolio management Tax-loss harvesting General estate planning guidance
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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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