Kevin
Grunawalt
Ameritas Advisory Services, LLC
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About this Advisor
Kevin Grunawalt is a financial advisor working out of Mishawaka, Indiana with 2 years of industry experience. Grunawalt currently works for Ameritas Advisory Services, LLC. Their career trajectory has included roles at Ameritas Investment Corp, Ameritas Life Insurance Corp, Grunawalt Baer Financial, Grunawalt Financial Corp, Grunawalt Insurance Agency, 20/20 Financial Advisers - Michiana, LLC, 20/20 Capital Management, Canvas Financial, Grunawalt Financial Advisors, LLC, Verso Financial, Ameritas Advisory Services, LLC and Verso Enterprises, Inc. Grunawalt has a Series 63 license, qualifying them as a securities representative, and can advise clients in Indiana and Texas. Ameritas Advisory Services, LLC is an advisory company that has its headquarters in Lincoln, NE. It has offices in 248 locations and a total of 592 people on staff. It manages $9 billion in assets under management among its 35,218 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 38 charitable organizations. Of its 35,218 customer accounts, just 2% are held by high-net-worth clients who have at least $1 million in assets available to invest. Ameritas Advisory Services, LLC has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules usually depend on which services the firm provides the client. Fees billed by Ameritas Advisory Services, LLC likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$8,534,798,484
592
35,218
$242,342
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kevin Grunawalt Work History
Kevin has been registered as a financial advisor for 2 years.*
Verso Enterprises, Inc
Ameritas Advisory Services, LLC
Canvas Financial
Verso Financial
Ameritas Investment Corp
Ameritas Life Insurance Corp
Grunawalt Financial Advisors, LLC
20/20 Capital Management
20/20 Financial Advisers - Michiana, LLC
Grunawalt Financial Corp
Grunawalt Insurance Agency
Grunawalt Baer Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Grunawalt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ameritas Advisory Services, LLC
Centreville, VA
Dallas, TX
Overland Park, KS
Perrysburg, OH
Folsom, CA
Overland Park, KS
Columbus, OH
Toledo, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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