Overland Park, KS W 131st Ct 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
8102 W 131st Ct
Overland Park KS 66213
Advisors at this office
3
Advisors at this office
Greggory G
Series 66
Overland Park, KS
Ameritas Advisory Services, LLC
Greggory Glass is a financial advisor at Ameritas Advisory Services, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Ameritas Investment Corp and Walla Street Wealth Management, Inc. since 2013 alongside his current role. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and third-party partners.
Kenyon W
Series 63, Series 66
Overland Park, KS
Ameritas Advisory Services, LLC
Kenyon Wells is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and more than 30 years of industry experience. He has held roles at Ameritas Life Insurance Corp, Walla Street Wealth Management Inc, Central Financial Services, and Ameritas Investment Corp. He is also licensed as an independent insurance agent focused on selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a range of managed account programs and fee-based management of variable annuity and universal life subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction, monitoring, and trading.
Timothy W
Series 63, Series 65
Overland Park, KS
Ameritas Advisory Services, LLC
Timothy Walla is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has held various roles within the Ameritas network since 1999 and is the owner of Walla Street Wealth Management, Inc., a financial services firm. Outside of finance, he owns and manages an industrial equipment sales company, R.W. Engineering, Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers managed account programs and ongoing consulting, supported by an Investment Committee and third-party partners, integrating multiple custodial and execution platforms to align portfolios with client objectives.
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