Check the background of Ameritas Investment Company, LLC or this investment professional on FINRA's Brokercheck:
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AMERITAS
Ameritas is a marketing name for Ameritas Mutual Holding Company and its affiliated subsidiary companies, including Ameritas Life Insurance Corp. and Ameritas Life Insurance Corp. of New York. Founded in 1887, Ameritas offers a wide range of insurance and financial products and services to individuals, families and businesses.
These products and services include life insurance; annuities; individual disability income insurance; group dental, vision and hearing care insurance; retirement plans; investments; asset management and public finance. Securities offered through affiliate Ameritas Investment Company LLC., member FINRA/SIPC and investment advisory services offered through the business name of Ameritas Advisory Services. For more information, visit Ameritas.com.
We partner with a team of credentialed individuals exclusively focused on meeting the needs of modern clients, which includes the full spectrum of client driven thought leadership. Our relationship with Ameritas provides us with wealth management assistance through their industry leading advanced market and business development partnerships.
Ameritas provides us with interactive educational seminars, strategic financial planning assistance, and forums that are tailored to the needs of modern clients by focusing on their best interests.
ASSETMARK
AssetMark’s platform empowers financial professionals to provide the highest level of service possible to their clients. They help provide us with innovative solutions, insightful guidance, and our undivided attention.
AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients by providing holistic support. Whether that’s through compelling technology that facilitates a better client experience, consulting services that ensure our business is running at its best or offering a comprehensive suite of investment solutions.
Assetmark provides a selection of individual and institutional investment management services. These offerings include a number of different programs and investing strategies. We work with AssetMark to pair clients with the program that best fits their needs, which include risk tolerance, time horizon, income needs and more.
In addition, AssetMark provides our firm with business consulting services, technology solutions and continuity services.
Check the background of your financial professional on FINRA’s BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
FINRA INFORMATION
*Representatives offer products and services using the following business names: Summerfield Wealth Advisors, LLC. – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA / SIPC– securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Summerfield Wealth Advisors LLC. or any other entity mentioned herein.
Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.