Luke Roach
Investment Adviser Representative at Ameritas Advisory Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Luke Roach is an investment adviser representative with Ameritas Advisory Services, LLC in Grand Rapids, MI, where they have been registered since 2024. They have worked in the securities industry since 2023. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Michigan and Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan, Texas
- Broker:
5 states and territories
California, Florida, Michigan, Tennessee, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Ameritas Investment Company LLCMay 2024 – no end date reportedLincoln, NE
- Heitzman & Associates IncJun 2023 – no end date reportedGrand Rapids, MI
- United States Marine CorpsJun 2020 – Jun 2024Grand Rapids, MI
- Flagstar BankMay 2022 – Jun 2023Marquette, MI
- RamadaAug 2021 – Aug 2022Marquette, MI
- Northern Michigan universityJun 2021 – May 2023Marquette, MI
- Elmhurst UniversityJun 2020 – Jun 2021Elmhurst, IL
- United States Marine CorpsJun 2016 – Jun 2020Newburgh, NY
- Ameritas Advisory Services, LLCMay 2024 – no end date reportedLincoln, NE
- Canvas FinancialJun 2023 – no end date reportedSan Francisco, CA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Ameritas Advisory Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $5,000 (waivable)
- First $250,0002.00%
- $250,001 – $500,0001.75%
- $500,001 – $750,0001.50%
- $750,001 – $1,000,0001.25%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 551
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Lincoln, NE
- SEC file number:
- 801-55153
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at Ameritas Advisory Services, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Luke Roach has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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