Escondido, CA 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 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
Based on Ameritas Advisory Services, LLC
Location
325 W 3rd Ave Ste 203
Escondido CA 92025
Advisors at this office
3
Advisors at this office
Kenneth W
Series 63, Series 65
Escondido, CA
Ameritas Advisory Services, LLC
Kenneth Winter is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Martinez & Winter and Ameritas-affiliated firms since 2006. Winter is also an officer of the Kenneth & Donielle Winter Family Foundation, a private family foundation engaged in charitable grant-making. 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 individual securities across multiple program platforms and leveraging third-party technology and managers.
David D
Series 63, Series 65
Escondido, CA
Ameritas Advisory Services, LLC
David Delarosa is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Ameritas firms since 2008 and is also involved with Martinez Agency and Martinez & Winter, focusing on fixed insurance products. He operates a sole proprietorship, DeLaRosa Plan Administration, providing retirement plan informational return preparation. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm provides asset management and consulting through a variety of program platforms and integrates model portfolios, mutual funds, ETFs, and individual securities.
Manuel M
Series 65
Escondido, CA
Ameritas Advisory Services, LLC
Manuel Martinez is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 designation and over 48 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been involved with Martinez & Winter, where he is licensed to sell fixed insurance products, since 2007. His career also includes long-term roles with Ameritas Life Insurance Corp. and Ameritas Investment Corp. Ameritas Advisory Services 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 consulting services, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.
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