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Hayden F
Series 63
Watertown, NY
Ameritas Advisory Services, LLC
Hayden Freeman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and nine years of industry experience. He has worked with multiple affiliated firms, including United Professional Advisors, United Wealth Advisors Group, and Ameritas Investment Corp. Freeman is involved in retirement and estate education planning and assists clients with rollovers and life insurance needs. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, utilizing model portfolios, third-party sub-advisers, and custom strategies. The firm provides both discretionary and non-discretionary portfolio management and places a significant emphasis on retirement-plan advisory and fiduciary services for plan sponsors and participants.
Neil F
Series 63
Watertown, NY
Ameritas Advisory Services, LLC
Neil Freeman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 41 years of industry experience. He has held various roles across multiple Ameritas entities since 2006 and currently serves in leadership and advisory capacities at United Professional Benefits, United Wealth Advisors Group, LLC, and United Professional Advisors, LLC. Freeman is also licensed as an independent insurance agent specializing in fixed insurance products and health insurance services. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs utilizing both in-house and third-party investment strategies, with an integrated platform including relationships with Ameritas affiliates and financial institutions.
Kim A
Series 63, Series 65
Watertown, NY
Ameritas Advisory Services, LLC
Kim Allen is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has held roles at multiple firms including United Professional Advisors LLC, United Wealth Advisor Group, and The AFP Group. Allen is also a partner in Gingham LLC, where he focuses on employee benefits. 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 and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies.
Arnold P
CFP®, Series 63, Series 65
Watertown, NY
Ameritas Advisory Services, LLC
Arnold Pechler III is a CFP® professional with 43 years of industry experience, currently affiliated with Ameritas Advisory Services, LLC. He has held roles at several firms, including Sage Financial Planning, CAP Advisory Services, and United Wealth Advisor Group. Pechler is also licensed as an independent insurance agent, involved in recruiting and training agents for Ameritas general agency operations. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, utilizing both in-house and third-party investment managers, with integrated solutions linked to its Ameritas affiliates.
Coltan G
Series 66
Watertown, NY
Ameritas Advisory Services, LLC
Coltan Goodwine is a financial advisor at Ameritas Advisory Services, LLC with five years of industry experience. He holds a Series 66 designation and has worked at multiple affiliated firms, including United Wealth Advisors Group since 2022 and United Professional Advisors since 2020. Outside of advisory work, he is involved in paraplanning and other support activities at United Professional Advisors. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs utilizing in-house model portfolios, third-party managers, and a platform integrated with Ameritas affiliates.
Daniel M
Series 63
Watertown, NY
Ameritas Advisory Services, LLC
Daniel Miles is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 19 years of industry experience. He has held roles at multiple related firms, including Miles Ahead Financial Planning and Miles Ahead Wealth Management, where he serves as owner and advisor. Outside of his advisory work, he coordinates divisions for an adult summer soccer league and owns a travel agency specializing in group tours. 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 financial planning through a combination of model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on plan sponsors and participants.
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