Sioux Falls, SD 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
4808 S Technopolis Dr Ste 2
Sioux Falls SD 57106
Advisors at this office
2
Advisors at this office
John L
Series 63, Series 65
Sioux Falls, SD
Ameritas Advisory Services, LLC
John Lawler is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Ameritas and its affiliates since 2006 and owns Anderson Lawler Insurance Group, an agency focused on health insurance, employee benefits, and investment services. Lawler served as Mayor of Tea, South Dakota, for 20 years and currently serves as President of NAIFA-South Dakota. 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 asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing a range of investment vehicles and program platforms supported by affiliated entities.
Bradley J
Series 63, Series 65
Sioux Falls, SD
Ameritas Advisory Services, LLC
Bradley Jarabek is a financial advisor with Ameritas Advisory Services, LLC in Sioux Falls, SD, holding Series 63 and Series 65 credentials and 13 years of industry experience. His work history includes roles at Ameritas Investment Company, Raymond James Financial Services, Security Savings Bank, LPL Financial, and Modern Woodmen of America. He is also associated with McGreevy Lawler Inc., a financial services firm. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management through various program platforms and employs a combination of model portfolios, mutual funds, ETFs, and individual securities.
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