Worthington, OH 615 High St Office

Team
Updated today
Ameritas Advisory Services, LLC logo

Ameritas Advisory Services, LLC

Enterprise

Firm-wide stats for Ameritas Advisory Services, LLC

Total advisors

551

Across 275 offices

Clients per advisor

53 Typical

Avg AUM per client

$448,118 Typical

HNW client ratio

3% Low

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

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Based on Ameritas Advisory Services, LLC

Occupation focus

Founder/Business Owner Retired

Based on Ameritas Advisory Services, LLC

Location

615 High St, Ste 200

Worthington OH 43085

Advisors at this office

5

Advisors at this office

user avatar

Daniel S

Series 63

Worthington, OH

Ameritas Advisory Services, LLC

Daniel Singleton is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 25 years of industry experience. He has been associated with Ameritas Advisory Services since 2019 and has worked concurrently with Ameritas Life Insurance Corp., Ameritas Investment Corp., and Central Ohio Financial Management Group LLC, a financial planning and investment advisory firm he has been involved with since 2001. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients, utilizing a range of managed account programs and third-party partnerships to support portfolio construction and management.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar

Douglas M

Series 63, Series 65

Worthington, OH

Ameritas Advisory Services, LLC

Douglas Meyers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at Carillon Investments, Inc. and long-term involvement with Ameritas Life Insurance Corp. and related entities. He is also the owner of Central Ohio Financial Management Group LLC, where he is involved in financial planning and insurance sales. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients, offering a variety of managed account programs and fee-based management of variable annuity and life insurance subaccounts.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar

Tanner S

Series 65, Series 63

Worthington, OH

Ameritas Advisory Services, LLC

Tanner Singleton is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles with Dupont Wealth Solutions and Ameritas Investment Company. He is also the owner of Central Ohio Financial Management Group, where he engages in financial planning and holds a license as an independent insurance agent. Ameritas Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and robust portfolio construction and monitoring resources.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar

Robert H

Series 63, Series 65

Worthington, OH

Ameritas Advisory Services, LLC

Robert Hackett is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been affiliated with Ameritas-related entities since 2006 and operates Central Ohio Financial Management Group, where he provides retirement planning, insurance protection, and employee benefits services. Hackett also serves as a State Representative in Ohio’s 10th District. Ameritas Advisory Services, LLC delivers investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a variety of managed account programs and utilizes multiple custodial platforms and third-party tools to support portfolio construction and management.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar

Isaac M

Series 63

Worthington, OH

Ameritas Advisory Services, LLC

Isaac Meyers is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 63 designation. He has 10 years of industry experience, including roles at Ameritas Life Insurance Corp, Ameritas Investment Corp, and Fifth Third Bank. Meyers is also involved with Central Ohio Financial Management Group, an independent planning group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, utilizing a network of Investment Adviser Representatives supported by an Investment Committee and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
View complete list of advisors at this office
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