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Merle Miller

Ameritas Advisory Services, LLC
34 Years of Experience
Iowa City, IA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Merle Miller is a registered investment advisor at Ameritas Advisory Services, LLC, based in Iowa City, IA, with 34 years of industry experience. Merle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B in assets under management.

Ameritas Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
29,718 clients
Average Client Portfolio
$463K average
Assets Under Management
$13.7B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $3.0M1.25%
$3M+1.00%

Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2010 Keokuk St, Iowa City, IA, 52240

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History

Regulatory History (1)
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Customer Dispute
March 2026
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Merle is a licensed independent insurance agent and owner/agent at Hawkeye Brokerage Center, dedicating nearly full-time hours to managing day-to-day activities and meeting with clients. He also owns multiple rental properties and is involved with other businesses including Midwest Financial Solutions LLC, Miller Learning Center, and Kalona Golf Club, Inc.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 11 mos
Ameritas Investment Company, LLCBroker
April 2000 - Present · 26 yrs 6 mos
Previous Registrations
Ameritas Advisory Services
July 2000 - November 2021 · 21 yrs 4 mos
Washington Square Securities, INC.Broker
May 1992 - April 2000 · 7 yrs 11 mos
State Registrations48 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNDNENJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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