Toledo, OH S Superior St Office

Michael Mccarthy is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently affiliated with Ameritas Advisory Services, LLC and Premier Planning Group. Outside of his advisory work, he serves as a wrestling coach at St. Johns Jesuit High School. 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 range of investment strategies and platforms, incorporating model portfolios, mutual funds, ETFs, and individual securities, while maintaining operational practices that include cost management and affiliated entity restrictions.

Patrick Kenney is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He has worked with firms including Premier Planning Partners, Premier Planning Group, Ameritas Life Insurance Corp, Ameritas Investment Company, and Wilcox Financial. Outside of his advisory role, he is licensed as an independent insurance agent and also engages in acting and property management through his partnerships. 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 utilizes a variety of investment strategies and platforms, offering asset management, financial planning, and retirement plan advisory services.

Thomas Geissler is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior work includes roles at Wilcox Financial, Merrill, and Ameritas Investment Company, LLC. He is also involved with Premier Planning Group, where he provides financial planning and client portfolio services. 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 various program platforms and investment strategies, incorporating model portfolios, mutual funds, ETFs, and individual securities, supported by multiple affiliates within its mutual holding company structure.

James Brown is a financial advisor with Ameritas Advisory Services, LLC in Toledo, OH, holding a Series 66 credential and one year of industry experience. Before entering the financial sector, he served with the City of Toledo Department of Police for 25 years. He is also employed with Premier Planning Group, where he provides financial services. 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 range of investment strategies and program platforms, with a corporate structure that integrates affiliated broker-dealer, investment, and insurance entities.