Michelle R Schroeder

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

• 12/2012 → 12/2016
  Savage Group
  Toledo, OH
• 01/2017 → 05/2023
  The Huntington Investment Company
  Columbus, OH
• 04/2024 → 09/2025
  Fifth Third Bank
  Sylvania, OH
• 04/2024 → 09/2025
  Fifth Third Securities
  Sylvania, OH
• 05/2023 → 09/2023
  Aca Group
  Sylvania, OH
• 09/2023 → 10/2023
  Vigilant Compliance
  Sylvania, OH
• 10/2023 → 03/2024
  Unemployed
  Sylvania, OH
• 09/2025 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 09/2025 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2024-04-05 → 2025-09-25
  Fifth Third Securities, Inc.
  Sylvania, OH
  Sylvania, OH
  Cincinnati, OH
  Sylvania, OH
• 2017-01-31 → 2023-05-18
  The Huntington Investment Company
  Lambertville, MI
  Toledo, OH
  Columbus, OH
  Columbus, OH
• 2013-07-05 → 2016-12-31
  Osaic Wealth, Inc.
  Scottsdale, AZ
  Maumee, OH
• 2012-10-24 → 2012-12-10
  Rehmann Wealth
  Toledo, OH
  Lansing, MI
• 2008-03-05 → 2010-11-02
  Nrp Advisors, Inc.
  Bryan, OH
• 2005-09-14 → 2008-10-20
  Nrp Financial, Inc.
  Independence, OH
  Orinda, CA
  Addison, TX
  Minneapolis, MN
  Dallas, TX
  Seattle, WA
  Toledo, OH
  Philadelphia, PA
  Wilmette, IL
  San Diego, CA
  St Paul, MN
  Charlotte, NC
  Edina, MN
  Bryan, OH
  Portland, OR
  Newton, MA
  Bryan, OH
• 2004-09-21 → 2005-09-02
  Keybanc Capital Markets Inc.
  Oregon, OH

Other Businesses

Digital Content & Affiliate Marketing; same as residence; non-inv rel; digital content creation on vintage, thrifting, and home decor topics with monetization through affiliate marketing links; Owner; start date=02/2025; hrs/mo=16; trading hrs/mo=0; create and publish digital content related to vintage items, thrifting, and home decor, including content creation, posting on social media platforms, specifically Instagram and TikTok, and maintaining affiliate links through Linktree

Exams

• S66 Uniform Combined State Law Examination
  2004-09-17
• S63 Uniform Securities Agent State Law Examination
  2000-04-05

Other Names

• Michelle R Okenka
• Michelle R Schroeder
• Michelle Renee Langlois
• Michelle Renee O'KEnka
• Michelle Renee Schroeder
• Michelle Langlois