Kevin M. Grunawalt
AMERITAS ADVISORY SERVICES
MISHAWAKA, IN 46545
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CRD#: 1705352
Professional summary
Kevin Michael Grunawalt, CFP® is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Mishawaka, Indiana and AMERITAS INVESTMENT COMPANY, LLC located in Mishawaka, Indiana.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Kevin has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Canvas Financial; same as branch; inv rel; organization that combines six different offices already with AIC-shell DBA used for marketing and firm consolidation purposes; Partner; start date=08/2018; hrs/mo=8; trading hrs/mo=8; partner helping make decisions on marketing of our group * VERSO FINANCIAL; SAME AS BRANCH; INV REL; DBA FOR LOCAL MARKETING; OWNER; START DATE=11/2018; HRS/MO=160; TRADING HRS/MO=130; RUNNING DAY TO DAY OPERATIONS OF THE VERSO BUSINESS * Verso Enterprises, Inc; inv rel; same as branch; Marketing; President; start date=07/2022; hrs/mo=5; trading hrs/mo=1; Marketing and advertising services * Canvas Tax Services, LLC; non inv rel; 3930 Edison Lakes Pkwy Ste 220, Mishawaka, IN 46545; Tax preparation, payroll; Officer; start date=11/2023; hrs/mo=10; trading hrs/mo=5; President and 70% owner I will build a team to increase volume.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Michael Grunawalt'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®
CFP®
Start date: 2004
Experience
Current
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 3930 Edison Lakes Parkway Ste 220, Mishawaka, IN 46545RIA
CRD#: 317245
MISHAWAKA, IN
Current
June 30, 2006 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 3930 Edison Lakes Parkway Ste 220, Mishawaka, IN 46545BD
CRD#: 14869
MISHAWAKA, IN
Past
July 11, 2018 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
LINCOLN, NE
Past
December 7, 2015 - January 2, 2019
20/20 CAPITAL MANAGEMENT, INC
RIA
CRD#: 281692
MISHAWAKA, IN
Past
June 30, 2006 - October 2, 2017
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
LINCOLN, NE
Past
August 9, 2001 - June 30, 2006
CARILLON INVESTMENTS, INC.
RIA
CRD#: 14646
MISCHAWAKA, IN
Past
September 25, 1987 - June 30, 2006
CARILLON INVESTMENTS, INC.
BD
CRD#: 14646
MISCHAWAKA, IN
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
Arizona(4/6/2010)
RR
Arkansas(1/26/2011)
RR
California(6/30/2006)
RR
Colorado(6/30/2006)
RR
Florida(6/30/2006)
RR
Georgia(8/28/2006)
RR
Illinois(6/30/2006)
RR
Indiana(6/30/2006)
IAR
Indiana(11/1/2021)
RR
Massachusetts(6/13/2008)
RR
Michigan(6/30/2006)
RR
Minnesota(6/30/2006)
RR
New York(10/9/2021)
RR
North Carolina(6/17/2014)
RR
Ohio(6/30/2006)
RR
Pennsylvania(7/31/2014)
RR
South Carolina(1/11/2012)
RR
Texas(5/20/2011)
IAR
Texas(11/1/2021)
RR
Virginia(1/26/2011)
RR
Washington(8/21/2023)
RR
Wisconsin(2/16/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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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Company Information
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245Mishawaka, IN 46545TRUST BUT VERIFY
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