Luke Roach

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

• 05/2024 → Present
  Ameritas Investment Company Llc
  Lincoln, NE
• 06/2023 → Present
  Heitzman & Associates Inc
  Grand Rapids, MI
• 06/2020 → 06/2024
  United States Marine Corps
  Grand Rapids, MI
• 05/2022 → 06/2023
  Flagstar Bank
  Marquette, MI
• 08/2021 → 08/2022
  Ramada
  Marquette, MI
• 06/2021 → 05/2023
  Northern Michigan University
  Marquette, MI
• 06/2020 → 06/2021
  Elmhurst University
  Elmhurst, IL
• 06/2016 → 06/2020
  United States Marine Corps
  Newburgh, NY
• 05/2024 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 06/2023 → Present
  Canvas Financial
  San Francisco, CA

Other Businesses

HEITZMAN & ASSOCIATES INC; INV REL; SAME AS BRANCH; SECURITIES AND INSURANCE; EMPLOYEE; START DATE=06/2023; HRS/MO=160; TRADING HRS/MO=160; PERFORM OPERATIONS ON VENDOR WEBSITES, TAKE NOTES DURING CLIENT MEETINGS, ASSIST IN DOCUMENT PREPARATION FOR CLIENT MEETINGS, HELP MANAGE THE INVESTMENT SELECTION OF MODEL PORTFOLIOS AND ASSIST IN THE REBALANCING AND TRADING OF CLIENT ACCOUNTS * Canvas Financial; inv rel; 38 Keyes Ave Ste 125, San Francisco CA 94129; company is a combination of nine separate agencies that are with Ameritas-shell DBA for marketing and firm consolidation purposes; Associate; start date=06/2023; hrs/mo=160; trading hrs/mo=160; no responsibilities

Exams

• S66 Uniform Combined State Law Examination
  2024-04-24