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Michael B

Series 66

Toledo, OH

Ameritas Advisory Services, LLC

Michael Brandon is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and 19 years of industry experience. His career includes roles at Welty Insurance Group, Aligned Investment Concepts, Deverna & Co, Brandon Wealth Management, Cetera Advisors, U.S. Bancorp Investments, and Thrivent Financial for Lutherans. Outside of his advisory work, he has experience in insurance and annuity sales and has owned a marketing business related to investment account management and retirement planning. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse clientele, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses model portfolios, mutual funds, ETFs, and individual securities, offering a range of advisory programs and leveraging affiliated broker-dealer and investment company resources.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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