Brian Keith Mcleish
Investment adviser representative at Ameritas Advisory Services, LLC
13 yearsExperience
2 statesRegistered in
ChFC®Designation
$13.7BFirm assets
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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
13 years in the industry.
- Ameritas Advisory Services, LLCJul 2026 to now
- Ameritas Investment Company, LLCJul 2026 to now
- Fresco Financial AdvisersMay 2026 to now
- IhsaaOct 2016 to now
- State Farm InsuranceJan 2026 to Apr 2026
- State Farm Investment Management Corp.Aug 2018 to Apr 2026
- State Farm Vp Management CorpMar 2013 to Apr 2026
- State Farm InsuranceMar 2013 to Dec 2025
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 3019263
- Firm CRD
- 317245