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Dennis W
ChFC®, Series 63, Series 65
Clarkston, MI
Ameritas Advisory Services, LLC
Dennis Walters is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 49 years of industry experience and has been with Ameritas Advisory Services since 2021. Walters also serves as president of DC Walters & Associates and operates Walters Financial Group, an insurance agency handling individual and group insurance. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a mix of model portfolios, mutual funds, ETFs, and individual securities, and features a corporate structure that includes insurance, broker-dealer, and investment affiliates.
Jeffrey W
Series 63, Series 66
Clarkston, MI
Ameritas Advisory Services, LLC
Jeffrey Walters is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 63 and Series 66 credentials. He has 11 years of industry experience and has held various roles within Ameritas affiliates since 2021. Outside of finance, he owns and operates Jeff Walters Photography, a portrait photography business. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, utilizing model portfolios, mutual funds, ETFs, and individualized strategies across multiple program platforms.
Paul R
Series 63
Clarkston, MI
Ameritas Advisory Services, LLC
Paul Robak is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 28 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Walters Financial Group since 1998. Outside of his financial advisory work, Robak coaches high school basketball at Waterford Our Lady Of The Lakes High School. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and platforms, blending model portfolios, mutual funds, ETFs, and individual securities to build customized portfolios.
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