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Robert R

Series 66

Tulsa, OK

Ameritas Advisory Services, LLC

Robert Reed is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation. He has been with Ameritas and its affiliates since 2025, and also works with Midtown Wealth Management. Outside of his advisory work, he provides individual baseball instruction to youth. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm uses a combination of in-house and third-party strategies, serving a wide range of clients through discretionary and non-discretionary programs.

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

Series 63, Series 65

Tulsa, OK

Ameritas Advisory Services, LLC

Michael Smith is a financial advisor at Ameritas Advisory Services, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. He is also the owner of Abundant Life Wealth Strategies, a business focused on insurance services. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers a range of fee-based asset management and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on both discretionary and non-discretionary advice.

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

Series 63, Series 65

Tulsa, OK

Ameritas Advisory Services, LLC

Jason Ward is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with several firms, including Midtown Wealth Management and CONCIERGE FINANCIAL CONSULTANTS. Outside of financial advising, he is a licensed real estate agent involved in sales activities in Owasso, Oklahoma. 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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Quinton S

Series 66

Tulsa, OK

Ameritas Advisory Services, LLC

Quinton Storm is a financial advisor at Ameritas Advisory Services, LLC with six years of industry experience. He holds a Series 66 designation and has been affiliated with Ameritas and its related entities since 2019. Outside of his advisory role, Storm is the owner of Storm Capital LLC, which provides individual and group health insurance brokerage services, and is involved with Stormshield Roofing & Contracting LLC. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm provides a variety of discretionary and non-discretionary programs, integrating in-house and third-party resources, and maintains affiliations with Ameritas affiliates for expanded financial services.

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