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Merle Dean Miller

Investment adviser representative at Ameritas Advisory Services, LLC
37 yearsExperience
2 statesRegistered in
$13.7BFirm assets
28 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

37 years in the industry.

  1. Ameritas Advisory Services, LLCNov 2021 to now
  2. Ameritas Life Insurance CorpJan 2015 to now
  3. Ameritas Investment Company, LLCApr 2000 to now
  4. Hawkeye Brokerage Center, IncDec 1989 to now
  5. Midwest Financial Solutions LLCDec 1989 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 65 · Uniform Investment Adviser Law1996

State registrations

Registered as an investment adviser representative in 2 states (IA, TX).

Ameritas Advisory Services, LLC

$13.7BAssets managed
29,718Clients
543Advisers
28 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2218525
Firm CRD
317245
Advisor's SEC record (opens in a new tab)
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