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Michael J

Series 63, Series 65

Libertyville, IL

Ameritas Advisory Services, LLC

Michael Jones is a financial advisor at Ameritas Advisory Services, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including LPL Financial, GWM Advisors, and Ameritas Investment Company. Outside of his advisory role, he has been involved with The Arboretum Club and worked for Amazon Flex. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs using a mix of in-house model portfolios and third-party managers, and maintains integrations with its Ameritas affiliates to support a diverse range of client needs.

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

Series 63, Series 65

Libertyville, IL

Ameritas Advisory Services, LLC

Jonathan Henkels is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 registrations and bringing six years of industry experience. His work history includes roles at firms such as Savant Wealth Management and The Northern Trust Company. Outside of financial advising, he is involved with Garfield's Beverage Warehouse. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a variety of discretionary and non-discretionary programs featuring in-house and third-party investment solutions, and maintains integration with Ameritas affiliates to offer a broad platform of advisory services.

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

Series 63, Series 65

Libertyville, IL

Ameritas Advisory Services, LLC

Mark Friese is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Ameritas Investment Corp, Canvas Financial, and Friese Financial Advocates, Inc., which he owns. Outside of advising, he is involved in marketing for financial services through FFA Sports Management and is a partner in an LLC managing a recreational water ski lake. 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, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with a focus on both individual clients and plan sponsors.

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