ST
Steven P. Tunink
AMERITAS ADVISORY SERVICES
Pittsburgh, PA 15220
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CRD#: 1518960
ST
Professional summary
Steven Paul Tunink, who also goes by Steve Tunink, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Pittsburgh, Pennsylvania and AMERITAS INVESTMENT COMPANY, LLC located in Pittsburgh, Pennsylvania.
Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Steven has worked at 2 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 51, Series 24 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Steve Tunink
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * WESTERN PA FINANCIAL CENTER DBA AMERITAS FINANCIAL SERVICES OF WPA; SAME AS BRANCH; INV REL; INSURANCE AND FINANCIAL PRODUCT SALES, ADMINISTRATIVE WORK FOR THE FINANCIAL CENTER; OWNER/MANAGING PARTNER; START DATE=07/2007; HRS/MO=120; TRADING HRS/MO=120; INSURANCE AND ANNUITY SALES, SUPERVISOR, MANAGEMENT OF STAFF, RECRUITING DUTIES * SPT Properties LLC; same as branch; non-inv rel; LLC created when I purchased my office building; Owner; start date=01/2011; hrs/mo=2; trading hrs/mo=0; building upkeep, maintenance, taxes, mortgage and interest payments, etc. * NAIFA of Indiana County, PA; 922 Philadelphia St, Indiana PA 15701; non-inv rel; local chapter of the National Life Insurance and Financial Advisors organization; Board of Directors; start date=01/1994; hrs/mo=1; trading hrs/mo=1; monthly or quarterly meetings to discuss local, state and national issues that our members need to be aware of that affects our industry * WPA Financial Center dba Ameritas Financial Services of WPA; inv rel; same as branch; Insurance and financial product sales; Owner; start date=07/2007; hrs/mo=120; trading hrs/mo=120; Insurance and annuity sales, supervising, management of staff, admin duties on existing business
CRS (Client Relationship Summary) - RIA
Click below to view Steven Paul Tunink's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 7 Parkway Center Ste 650, Pittsburgh, PA 15220Office #2: 1730 Philadelphia St, Indiana, PA 15701RIA
CRD#: 317245
Pittsburgh, PA
Current
December 10, 1986 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 7 Parkway Center Ste 650, Pittsburgh, PA 15220Office #2: 1730 Philadelphia Street, Indiana, PA 15701BD
CRD#: 14869
Pittsburgh, PA
Past
January 22, 2008 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
LINCOLN, NE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/9/2023)
RR
Arizona(10/19/1999)
RR
California(7/27/2007)
RR
Colorado(7/27/2007)
RR
Delaware(7/10/2020)
RR
Florida(7/27/2007)
RR
Georgia(11/13/1996)
RR
Illinois(7/27/2007)
RR
Indiana(2/9/2023)
RR
Iowa(10/28/2003)
RR
Kentucky(12/16/2008)
RR
Louisiana(10/18/2021)
RR
Maryland(7/27/2007)
RR
Massachusetts(2/9/2023)
RR
Michigan(7/27/2007)
RR
Minnesota(9/14/2000)
RR
Missouri(7/27/2007)
RR
Montana(2/9/2023)
RR
Nebraska(12/10/1986)
RR
Nevada(7/27/2007)
RR
New Jersey(7/27/2007)
RR
New Mexico(2/9/2023)
RR
New York(7/27/2007)
RR
North Carolina(2/19/2008)
RR
Ohio(6/18/2004)
RR
Pennsylvania(1/4/1994)
IAR
Pennsylvania(11/1/2021)
RR
South Carolina(7/27/2007)
RR
South Dakota(10/7/1997)
RR
Texas(7/27/2007)
IAR
Texas(2/18/2025)
RR
Virginia(7/27/2007)
RR
West Virginia(7/27/2007)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5900 O Street, Lincoln, NE 68510
Mailing Address
Phone number
(800) 335-9858
Established
Firm type
Fiscal year end
# of Employees
560
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 41,501 |
| AUM (Assets Under Management) | $ 11,506,548,514 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 07/23/2024 | ||
| 07/27/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
