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Bryan K
Series 65, Series 63
Hermitage, TN
Ameritas Advisory Services, LLC
Bryan Koppel is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and totaling nine years of industry experience. His prior work includes roles at 20/20 Financial Advisers and Paulson Investment Company LLC. He is also associated with Boom Planning and Canvas Financial, where he supports administrative aspects of securities and account transfers. 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 employs a variety of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, interval funds, and individual securities to tailor client portfolios.
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