Libertyville, IL 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
740 Florsheim Dr Ste 10
Libertyville IL 60048
Advisors at this office
3
Advisors at this office
Michael J
Series 63, Series 65
Libertyville, IL
Ameritas Advisory Services, LLC
Michael Jones is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at Ameritas Investment Company, LLC and GWM Advisors, LLC. Jones is also involved with Friese Financial Advocates, where he provides financial advisory services and assists with marketing. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of portfolio construction methods and program platforms, combining firm-developed and third-party models with a broad range of investment products.
Jonathan H
Series 63, Series 65
Libertyville, IL
Ameritas Advisory Services, LLC
Jonathan Henkels is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Savant Wealth Management and The Northern Trust Company. Outside of financial services, he has experience linked to beverage distribution companies. 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 combination of model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms, leveraging third-party technology and a broad product set to accommodate various client needs.
Mark F
Series 63, Series 65
Libertyville, IL
Ameritas Advisory Services, LLC
Mark Friese is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has operated multiple financial and consulting ventures, including Friese Financial Advocates, Inc. and Canvas Financial, and is involved in marketing for financial services through FFA Sports Management. Additionally, he is a partner in an LLC formed to manage recreational real estate assets. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of portfolio management approaches, including model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.
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