Mark Thomas Haimerl
Investment adviser representative at Ameritas Advisory Services, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Central Ohio Financial Management GroupNov 2025 to now
- The Wealth LabOct 2025 to now
- Ameritas Advisory Services, LLCNov 2021 to now
- Ameritas Investment CorpFeb 2019 to now
- Deverna & Co FinancialDec 2021 to Nov 2025
- Creative Financial PartnersFeb 2019 to Dec 2021
- Step Up Wealth Management LLCJun 2018 to Feb 2019
- Sobe Partners LLCSep 2014 to Jan 2025
- United Planners' Financial ServicesJul 2014 to Feb 2019
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 4812032
- Firm CRD
- 317245