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Stephen D

Series 63

Cincinnati, OH

Ameritas Advisory Services, LLC

Stephen Dennis is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 license and over 43 years of industry experience. He has been affiliated with Ameritas Life Insurance Corp. since 1982, Ameritas Investment Corp. since 2006, and Ameritas Advisory Services since 2021. His prior business activities include being a licensed independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, retirement plans, charitable organizations, and corporations. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a comprehensive investment committee and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Jason D

Series 66

Cincinnati, OH

Ameritas Advisory Services, LLC

Jason Dennis is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and bringing 11 years of industry experience. He has worked with Ameritas Investment Corp since 2014 and is affiliated with Dell Financial Network. 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, delivering advisory services through both discretionary and non-discretionary relationships supported by a network of Investment Adviser Representatives.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Thomas R

Cincinnati, OH

Ameritas Advisory Services, LLC

Thomas Robinett is a financial advisor with Ameritas Advisory Services, LLC, holding 36 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has worked with Ameritas Investment Corp. since 2006. In addition to his advisory role, he is licensed as an independent insurance agent, selling fixed insurance products and managing Tap Insurance Agency, Inc. 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 a network of Investment Adviser Representatives and multiple third-party partners.

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