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Kenneth W

Series 63, Series 65

Escondido, CA

Ameritas Advisory Services, LLC

Kenneth Winter is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has longstanding ties to the Ameritas group, including Ameritas Life Insurance Corp. and Ameritas Investment Corp. since 2006, as well as co-running Martinez & Winter since 2007. He is also an officer of the Kenneth & Donielle Winter Family Foundation, a private family foundation involved in charitable grant approvals. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management, financial planning, and retirement-plan advisory through a combination of model portfolios, third-party sub-advisers, and customized strategies.

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

Series 63, Series 65

Escondido, CA

Ameritas Advisory Services, LLC

David Delarosa is a financial advisor at Ameritas Advisory Services, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameritas and its affiliated companies since 2008. In addition to his advisory role, he operates a sole proprietorship focused on assisting clients with the preparation of informational returns for retirement plans. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a variety of discretionary and non-discretionary programs utilizing both in-house and third-party investment managers.

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

Series 65

Escondido, CA

Ameritas Advisory Services, LLC

Manuel Martinez is a financial advisor at Ameritas Advisory Services, LLC with 48 years of industry experience. He holds a Series 65 designation and has been with Ameritas Advisory Services since 2021. Martinez also operates Martinez & Winter, where he sells fixed insurance products as a licensed independent insurance agent. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, fiduciary retirement plan advice, and custom portfolio strategies, supported by its affiliated investment adviser representatives and investment committee.

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