Karen Elizabeth Van voorhis
Investment adviser representative at Ameritas Advisory Services, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
14 years in the industry.
- Ameritas Advisory Services, LLCNov 2021 to now
- Daniel J. Galli & AssociatesJan 2019 to now
- Ameritas Investment CorpFeb 2019 to Nov 2021
- Lion Street AdvisorsFeb 2017 to Nov 2018
- Kestra Financial Services, Inc.Apr 2016 to Feb 2017
- Sapers & Wallack, Inc.Oct 2012 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 4573506
- Firm CRD
- 317245