John
Goodwin

Ameritas Advisory Services, LLC

CRD#4484715
Investment Advisor
in Overland Park, KS

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About this Advisor

John Goodwin is a financial advisor based in Overland Park, Kansas, working with Ameritas Advisory Services, LLC. John has previously held positions at Ameritas Investment Corp, The Goodwin Group, Ameritas Life Insurance Corp, and Ameritas Advisory Services, LLC. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kansas. Currently, John is part of Ameritas Advisory Services, LLC, which operates out of Overland Park, Kansas. The firm has 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include 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. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

11011 King St.
Overland Park, KS 66210

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$10,289,301,520

KS Average: $1,978,216,465
Total Number of Employees

545

KS Average: 226
Total Number of Accounts

39,033

KS Average: 7,467
Average Account Size

$263,605

KS Average: $264,928

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

John Goodwin Work History

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2006 - Present (18 years)

Ameritas Investment Corp

2006 - Present (18 years)

Ameritas Life Insurance Corp

2002 - Present (22 years)

The Goodwin Group

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Disclosures

Please visit the SEC profile of John Goodwin 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

Steven Turner
Eliot, ME
Quinton Storm
Tulsa, OK
David Lien
Irvine, CA
Jon Billinger
Spring, TX
Thomas Jaracz
Cincinnati, OH
Tayton Bair
Flagstaff, AZ
Brian Franford
Norwell, MA
Erika Osborn
Eagle, WI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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