Aaron Daniel Hunter

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

• 01/2014 → 10/2017
  Sterck Kulick Oneil
  San Francisco, CA
• 10/2017 → Present
  Hunter Tax Associates, Inc
  San Ramon, CA
• 06/2026 → Present
  David White & Associates
  San Ramon, CA
• 07/2026 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2023-03-14 → 2024-09-27
  Awh Financial, Llc
  Bala Cynwyd, PA

Other Businesses

DAVID WHITE & ASSOCIATES; SAME AS BRANCH; INV REL; INVESTMENT ADVISOR SERVICES; AGENT; START DATE=06/2026; HRS/MO=1; TRADING HRS/MO=0; INVESTMENT ADVISOR SERVICES * HUNTER TAX ASSOCIATES; 3130 CROW CANYON PL 200, SAN RAMON, CA, 94583; NON INV REL; TAX/ACCOUNTING SERVICES; PRESIDENT; START DATE=10/2017; HRS/MO=180; TRADING HRS/MO=0; TAX/ACCOUNTING SERVICES

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-11

Other Names

• Aaron D Hunter