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John B

Series 66

Mishawaka, IN

Ameritas Advisory Services, LLC

John Basham is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years and is currently involved with Verso Financial as Lead Advisor. Outside of advisory activities, Basham assists with recruiting and client referrals at Canvas Tax Services, LLC. 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 variable universal life subaccounts, supporting both discretionary and non-discretionary advisory relationships through a network of Investment Adviser Representatives.

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

CFP®, Series 66

Mishawaka, IN

Ameritas Advisory Services, LLC

Grant Hageman is a CFP®-credentialed financial advisor with five years of industry experience. He currently works at Ameritas Advisory Services, LLC and has previously held roles at firms including Ameriprise Financial, Harbour Investments, Inc., and United Federal Credit Union. 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. The firm offers various managed account programs and fee-based management of variable annuity and life subaccounts, supported by an Investment Committee and multiple custodial platforms.

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

Series 63

Mishawaka, IN

Ameritas Advisory Services, LLC

Kevin Grunawalt is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 39 years of industry experience. He has held roles at multiple firms including Verso Insurance Partners, Canvas Tax Services, and 20/20 Capital Management. Outside of his advisory work, Grunawalt is involved in marketing and operations through his leadership roles at Verso Financial, Canvas Financial, Verso Enterprises, Inc., and Canvas Tax Services, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers a variety of managed account programs and employs investment committees and third-party partners to support portfolio construction and monitoring.

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