Kathleen Marsh
Investment adviser representative at Ameritas Advisory Services, LLC
15 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
15 years in the industry.
- Ameritas Advisory Services, LLCJun 2026 to now
- Ameritas Investment Company, LLCJun 2026 to now
- Foster Financial GroupJun 2026 to now
- ShesurrenderstruthJan 2026 to now
- Katie MarshJul 2025 to now
- Greenhouse Business AdvisorMar 2026 to Jun 2026
- Future Flooring of VaFeb 2026 to Jun 2026
- UnemployedJan 2026 to Feb 2026
- Massmutual Life Insurance CompanyJun 2013 to Jan 2026
- MML Investors Services LLCJun 2013 to Jan 2026
- Dream Big FinancialApr 2011 to Aug 2025
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 6209908
- Firm CRD
- 317245