Luke Roach
Investment adviser representative at Ameritas Advisory Services, LLC
10 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
10 years in the industry.
- Ameritas Advisory Services, LLCMay 2024 to now
- Ameritas Investment Company LLCMay 2024 to now
- Canvas FinancialJun 2023 to now
- Heitzman & Associates IncJun 2023 to now
- Flagstar BankMay 2022 to Jun 2023
- RamadaAug 2021 to Aug 2022
- Northern Michigan UniversityJun 2021 to May 2023
- Elmhurst UniversityJun 2020 to Jun 2021
- United States Marine CorpsJun 2016 to Jun 2024
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 7766486
- Firm CRD
- 317245