AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
WC

William M. Cannon

AMERITAS ADVISORY SERVICES
CARMEL, IN 46032
Some features on this profile are disabled
CRD#: 3122979
WC

Professional summary

William Martin Cannon, who also goes by Bill Cannon, William M Cannon, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Carmel, Indiana and AMERITAS INVESTMENT COMPANY, LLC located in Carmel, Indiana.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. William has worked at 10 firms and has passed the Series 65, Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bill Cannon | William M Cannon

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 * FINANCIAL STRATEGY ARCHITECTS; SAME AS BRANCH; INV REL; DBA FOR FINANCIAL BUSINESS; OWNER; START DATE=11/2009; HRS/M0=40; TRADING HRS/MO=40; DBA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Martin Cannon's CRS (Customer Relationship Summary).
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®
None

Experience

Current

August 1, 2022 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #1: 300 E Main St Ste B, Carmel, IN 46032
RIA
CRD#: 317245
CARMEL, IN
Current

June 23, 2022 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 300 E Main St Ste B, Carmel, IN 46032
BD
CRD#: 14869
Carmel, IN
Past

September 29, 2009 - June 14, 2022

ON INVESTMENT MANAGEMENT CO

RIA
CRD#: 105662
CARMEL, IN
Past

September 23, 2009 - June 14, 2022

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
CARMEL, IN
Past

April 14, 2009 - July 2, 2009

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
INDIANAPOLIS, IN
Past

March 6, 2009 - July 2, 2009

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
INDIANAPOLIS, IN
Past

May 5, 2008 - March 4, 2009

WELLINGTON INSTITUTIONAL MANAGEMENT, LLC

RIA
CRD#: 147039
INDIANAPOLIS, IN
Past

April 9, 2007 - September 21, 2007

GUNNALLEN FINANCIAL, INC

RIA
CRD#: 17609
INDIANAPOLIS, IN
Past

April 5, 2007 - September 21, 2007

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
INDIANAPOLIS, IN
Past

July 6, 2004 - March 20, 2007

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
INDIANAPOLIS, IN
Past

January 24, 2003 - March 20, 2007

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
INDIANAPOLIS, IN
Past

March 2, 2001 - February 14, 2002

STERLING FINANCIAL INVESTMENT GROUP, INC.

BD
CRD#: 41506
BOCA RATON, FL
Past

October 2, 1998 - January 31, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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
Indiana
(8/1/2022)
IAR
Indiana
(8/1/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/14/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/16/1998
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/1/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/25/2011
General Securities Principal Examination
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/19/2025)
AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (9/19/2025)
AMERITAS WEALTH PLATFORM (9/19/2025)
GALAXY WRAP FEE BROCHURE (9/19/2025)
GALAXY II WRAP FEE BROCHURE (9/19/2025)
CONSTELLATION WRAP FEE PROGRAM (9/19/2025)

Regulatory assets under management

Total Number of Accounts41,501
AUM (Assets Under Management)$ 11,506,548,514

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025
Cover Page
Report
07/23/2024
Cover Page
Report
07/27/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245Carmel, IN 46032

TRUST BUT VERIFY

Monitor William Cannon

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

John Christopher Cooke
John CookeAdvisorCheck Check Mark
SANCTUARY ADVISORS, LLC
IAR
RR
Indianapolis, IN
Brian Forrest Cooke
Brian CookeAdvisorCheck Check Mark
SANCTUARY ADVISORS, LLC
IAR
RR
Indianapolis, IN
Tammy Kay Williams
Tammy WilliamsAdvisorCheck Check Mark
SANCTUARY ADVISORS, LLC
IAR
RR
Indianapolis, IN
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.