Kevin Grunawalt
Kevin Grunawalt is a registered investment advisor at Ameritas Advisory Services, LLC, based in Mishawaka, IN, with 38 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:
- Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
- Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
- Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
- Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
Location
3930 Edison Lakes Parkway, Ste 220, Mishawaka, IN, 46545
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2025Customer Dispute
March 2009Other Business Activities
Kevin is a partner at Canvas Financial, owner at Verso Financial, and president at Verso Enterprises, Inc., all investment-related marketing activities. He also serves as an officer and 70% owner of Canvas Tax Services, LLC, focusing on tax preparation and payroll, dedicating a few hours per week to this role, while Verso Financial takes up nearly all of Kevin's time.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
20/20 Capital Management, INC
Ameritas Investment CORP
Carillon Investments, INC
Carillon Investments, INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.