Grant Alan Hageman

Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Verso Financial Llc
  Mishawaka, IN
• 06/2026 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 06/2026 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 11/2019 → 04/2023
  Ameriprise Financial
  Mishawaka, IN
• 06/2019 → 11/2019
  Farm Bureau Insurance
  Niles, MI
• 11/2015 → 05/2019
  United Federal Credit Union
  Saint Joseph, MI
• 04/2023 → 05/2026
  Harbour Investments, Inc
  Madison, WI
• 04/2023 → 05/2026
  Family Focused Financial
  St Joseph, MI

Previous Registrations

• 2023-04-20 → 2026-05-19
  Harbour Investments, Inc.
  St Joseph, MI
  Mishawaka, IN
• 2022-01-04 → 2023-04-21
  Ameriprise Financial Services, Llc
  Mishawaka, IN

Other Businesses

VERSO FINANCIAL LLC; INV REL; SAME AS BRANCH; FINANCIAL PLANNING; FINANCIAL ADVISOR; START DATE=05/2025; HRS/MO=170; TRADING HRS/MO=120; PROVIDE FINANCIAL ADVISING AND FINANCIAL PLANNING SERVICES TO CLIENTS

Exams

• S66 Uniform Combined State Law Examination
  2021-11-18

Designations

• Certified Financial Planner