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Michael M

Series 66

Toledo, OH

Ameritas Advisory Services, LLC

Michael Mccarthy is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and previously at Wilcox Financial from 2014 to 2020. Outside of his advisory work, he serves as a wrestling coach at St. Johns Jesuit High School. 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.

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

Series 63, Series 65

Toledo, OH

Ameritas Advisory Services, LLC

Patrick Kenney is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes long-term roles at Wilcox Financial and Ameritas entities, as well as involvement with Premier Planning Partners and Premier Planning Group. Outside of financial advising, he has a side activity as an actor and participates in property management as a partner at Premier Planning Partners, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including 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 regular client reviews.

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

Series 63, Series 65

Toledo, OH

Ameritas Advisory Services, LLC

Thomas Geissler is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also involved with Premier Planning Group, where he provides financial planning and client portfolio services. Previously, he was affiliated with Ameritas Investment Company and Wilcox Financial. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management using model portfolios, third-party sub-advisers, and custom strategies, along with a range of retirement plan consulting and fiduciary advisory services.

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

Series 66

Toledo, OH

Ameritas Advisory Services, LLC

James Brown is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience. Prior to his financial services career, he worked for 25 years with the City of Toledo Department of Police. He is also employed with Premier Planning Group, providing financial services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, utilizing a range of fee-based asset management programs and fiduciary retirement-plan advice.

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