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Frank H

Series 63, Series 65

Cincinnati, OH

Ameritas Advisory Services, LLC

Frank Heitker is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked with Premier Planning Group LLC since 2001, where he is an agency manager and partner, and currently serves as a partner at Premier Planning Partners. His career also includes roles at Ameritas Life Insurance Corp. and Ameritas Investment Corp. since 2006. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs, ongoing consulting, and fee-based management, supported by an Investment Committee and third-party partners to align portfolio allocations with client objectives.

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

Series 63, Series 66

Cincinnati, OH

Ameritas Advisory Services, LLC

Michael Weckenbrock is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked at firms including BCG Securities, Inc., Horace Mann, and various Ameritas affiliates. He is also the owner of Weckenbrock Consulting, LLC, providing business and legal consulting, and serves as a notary public in Ohio and Kentucky. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm employs a range of managed account programs and integrates multiple custodial platforms, supported by an 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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Shawn C

CFP®, Series 63

Cincinnati, OH

Ameritas Advisory Services, LLC

Shawn Chadwell is a CFP® with 13 years of industry experience, currently affiliated with Ameritas Advisory Services, LLC. His prior roles include positions at Compass Wealth Management LLC, Fifth Third Bank, and Fidelity. In addition to his advisory work, he assists clients with Medicare options as an independent sales representative. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients, utilizing a range of managed account programs and third-party solutions.

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

CFP®, Series 63, Series 66

Cincinnati, OH

Ameritas Advisory Services, LLC

Thomas Jaracz is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Ameritas Advisory Services, LLC. His prior experience includes roles at Fidelity Investments and Fifth Third Securities. He is also a Junior Partner at Premier Planning Group LLC, where he is involved in life insurance, disability insurance, and annuity sales, as well as assisting clients with Medicare Advantage and Supplement insurance plans. 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 combines proprietary Investment Committee oversight with third-party tools to support portfolio management.

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

Series 66

Cincinnati, OH

Ameritas Advisory Services, LLC

Joel Kubala is a financial advisor at Ameritas Advisory Services, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Stifel Nicolaus & Co Inc and Fidelity Investments. Outside of his advisory role, Kubala is involved with Ironman Real Estate, LLC, a residential rental real estate business. 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 universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.

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

Series 63, Series 65

Cincinnati, OH

Ameritas Advisory Services, LLC

Anthony Butz is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Ameritas Advisory Services since 2021 and previously worked at Carillon Investments, Inc. from 2003 to 2006. Additionally, Butz is a managing partner at Premier Planning Group, LLC, where he is licensed to sell 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 corporate clients. The firm offers diverse managed account programs and integrates multiple custodial platforms and third-party tools to support client portfolio management.

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