Chesterfield, MO Office

Team
Updated today
Ameritas Advisory Services, LLC logo

Ameritas Advisory Services, LLC

Enterprise

Firm-wide stats for Ameritas Advisory Services, LLC

Total advisors

544

Across 270 offices

Clients per advisor

54 Typical

Avg AUM per client

$448,118 Typical

HNW client ratio

3% Low

About

Ameritas Advisory Services, LLC provides investment advisory and planning services to a broad mix of clients, including individuals, high‑net‑worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning and consulting, retirement plan advisory, and variable product subaccount management across discretionary and non‑discretionary programs.

Advisers (IARs) build portfolios using a combination of model portfolios (both firm‑developed and third‑party), mutual funds, ETFs, interval funds, and individual securities, and may engage sub‑advisers or customize models for tax or client‑specific restrictions. The firm operates multiple program platforms (for example, model‑based allocation programs and wrap fee platforms), leverages third‑party technology and managers (including Envestnet and a held‑away retirement platform), and maintains operational practices such as converting holdings to lower‑cost mutual fund share classes when available.

A notable characteristic is its corporate structure: Ameritas is part of a mutual holding company that includes an affiliated broker‑dealer, investment affiliate and insurance company, and its affiliate AIC also functions as a municipal securities dealer, municipal adviser and underwriter — an affiliation that is uncommon among large enterprise advisers and that the firm manages by restricting purchase of municipal securities underwritten by the affiliate. The firm’s product set also includes interval funds and private‑credit or real‑estate‑focused interval strategies and held‑away retirement management, features that expand available investment options but introduce additional liquidity, valuation, and conflict‑of‑interest considerations.

Based on Ameritas Advisory Services, LLC

Expertise

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy

Based on Ameritas Advisory Services, LLC

Occupation focus

Founder/Business Owner Retired

Based on Ameritas Advisory Services, LLC

Demographic focus

Mid-Career Professionals

Based on Ameritas Advisory Services, LLC

Location

641 Cepi Drive

Chesterfield MO 63005

Advisors at this office

5

Advisors at this office

user avatar

Mark W

ChFC®, Series 63, Series 65

Chesterfield, MO

Ameritas Advisory Services, LLC

Mark Werner is a financial advisor at Ameritas Advisory Services, LLC with 42 years of industry experience. He holds the ChFC® designation and securities registrations Series 63 and Series 65. His career includes roles at Cornerstone Advisors, LLC, Ameritas Life Insurance Corp, Ameritas Investment Corp, and Carillon Group Inc. Werner is also licensed as an independent insurance agent selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing a range of investment models, mutual funds, ETFs, and individual securities through multiple program platforms.

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
user avatar

Carol H

Series 63, Series 65

Chesterfield, MO

Ameritas Advisory Services, LLC

Carol Henrick is a financial advisor at Ameritas Advisory Services, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Ameritas and its related entities since 2011. Outside of her advisory role, she assists her disabled sister with travel and daily activities. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services including asset management, financial planning, retirement plan advisory, and variable product subaccount management through various program platforms and a combination of model portfolios, mutual funds, ETFs, and individual securities.

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
user avatar

Luke G

Series 65, Series 63

Chesterfield, MO

Ameritas Advisory Services, LLC

Luke Gilliam is a financial advisor at Ameritas Advisory Services, LLC with three years of industry experience. He holds Series 65 and Series 63 registrations and has worked in various roles within the Ameritas family of companies since 2022. Prior to his financial services career, he spent nine years in full-time education. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of model portfolios, mutual funds, ETFs, interval funds, and individual securities across multiple program platforms while leveraging third-party technology and managers.

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
user avatar

Michael G

Series 63, Series 65

Chesterfield, MO

Ameritas Advisory Services, LLC

Michael Gilliam is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and having 33 years of industry experience. His career includes long-standing roles with Ameritas Life Insurance Corp, Ameritas Investment Corp, Dealer Benefit Service Inc, and Carillon Group. Outside of his advisory work, he serves as president of Dealer Benefit Service Inc, an independent insurance agency selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services, utilizing model portfolios, mutual funds, ETFs, and other investment vehicles, supported by multiple program platforms and third-party technology.

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
user avatar

Thomas G

CFP®, Series 63, Series 65

Chesterfield, MO

Ameritas Advisory Services, LLC

Thomas Gilliam Jr. is a CFP® professional with 27 years of industry experience, currently serving at Ameritas Advisory Services, LLC. He has been associated with Ameritas Life Insurance Corp and Ameritas Investment Corp since 2006, and with Carillon Group Inc since 1999. In addition to his advisory role, he is a licensed independent insurance agent authorized to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of portfolio strategies and third-party platforms while maintaining a corporate structure that integrates affiliated broker-dealer, investment, and insurance entities.

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
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)