Cincinnati, OH Deerfield Road Office
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Ameritas Advisory Services, LLC
Enterprise
Firm-wide stats for Ameritas Advisory Services, LLC
About
Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a broad client base that includes individual investors (including high‑net‑worth clients), retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives (IARs). The firm offers a range of managed account programs — wrap and non‑wrap models, third‑party and sub‑advised solutions, and ongoing consulting — and also provides fee‑based management of variable annuity and variable universal life subaccounts.
Advisory relationships are delivered on both discretionary and non‑discretionary bases, with IARs using risk questionnaires, model portfolios and periodic reviews to align allocations with client objectives; the firm’s Investment Committee and third‑party partners (including AIP and Envestnet) support portfolio construction, monitoring and trading. Ameritas integrates multiple custodial and execution platforms (NFS, Schwab, Fidelity) and makes use of third‑party tools such as Pontera for held‑away retirement plan management while applying standard supervisory and disclosure practices to address conflicts.
Distinctive elements include the firm’s affiliation with a municipal securities dealer and municipal advisor under its broker‑dealer affiliate AIC — an affiliation that the brochure cites as the reason the firm does not permit advisory account purchases of municipal securities underwritten by AIC — and its parent/affiliate structure that links the adviser (AAS) with Ameritas Life Insurance Corp. (ALIC) and Ameritas Investment Partners (AIP). The firm also offers a dedicated Adviser Managed Variable Products (AMVP) program that can manage variable product subaccounts on a discretionary basis and discloses specific conflict‑management measures such as share‑class conversions and 12b‑1 rebate practices for certain custodial platforms.
Based on Ameritas Advisory Services, LLC
Expertise
Based on Ameritas Advisory Services, LLC
Location
11503 Deerfield Road
Cincinnati OH 45242
Advisors at this office
3
Advisors at this office
Stephen D
Series 63
Cincinnati, OH
Ameritas Advisory Services, LLC
Stephen Dennis is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 license and over 43 years of industry experience. He has been affiliated with Ameritas Life Insurance Corp. since 1982, Ameritas Investment Corp. since 2006, and Ameritas Advisory Services since 2021. His prior business activities include being a licensed independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, retirement plans, charitable organizations, and corporations. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a comprehensive investment committee and third-party partners.
Jason D
Series 66
Cincinnati, OH
Ameritas Advisory Services, LLC
Jason Dennis is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and bringing 11 years of industry experience. He has worked with Ameritas Investment Corp since 2014 and is affiliated with Dell Financial Network. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, delivering advisory services through both discretionary and non-discretionary relationships supported by a network of Investment Adviser Representatives.
Thomas R
Cincinnati, OH
Ameritas Advisory Services, LLC
Thomas Robinett is a financial advisor with Ameritas Advisory Services, LLC, holding 36 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has worked with Ameritas Investment Corp. since 2006. In addition to his advisory role, he is licensed as an independent insurance agent, selling fixed insurance products and managing Tap Insurance Agency, Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple third-party partners.
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