Indiana, PA 922 Philadelphia St Office

Team
Updated today

Client AUM

$13,158,090,937

Clients

29,363

Advisors

3

Of 550 advisors across 276 offices

Location

922 Philadelphia St

Indiana PA 15701

Advisors at this office

3

Advisors at this office

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Christopher A

Series 65, Series 63

Indiana, PA

Ameritas Advisory Services, LLC

Christopher Adams is a financial advisor at Ameritas Advisory Services, LLC with 19 years of industry experience. He holds Series 65 and Series 63 credentials. His prior experience includes roles at Infinex Investments, Inc. and First Commonwealth Bank. 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 through a combination of in-house model portfolios and third-party managers, serving a broad client base including high-net-worth individuals and employer-sponsored retirement plans.

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

Series 63, Series 65

Indiana, PA

Ameritas Advisory Services, LLC

Melissa Herman is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior roles include positions at Simplicity Brokerage, MLJ Advisory Services LLC, Ash Brokerage, and Upstreet Financial Advisors. Outside of financial advising, she is the managing member of Temp2Tech LLC, a staffing and recruitment firm. 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 advisory services, including fee-based asset management, retirement-plan consulting, and fiduciary advice, delivered through a combination of model portfolios, third-party sub-advisers, and customized strategies.

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

Series 63

Indiana, PA

Ameritas Advisory Services, LLC

Frank Kinter Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 41 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has longstanding roles with Ameritas Life Insurance Corp, Ameritas Investment Corp., Western PA Financial Center, and Upstreet Financial Advisors. Outside of his advisory work, he is involved in retail business operations through Lucy Rae Inc. and Upstreet Ace Hardware LLC. 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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