Mark Thomas Haimerl
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.
Mark Thomas Haimerl is an investment adviser representative with Ameritas Advisory Services, LLC in Worthington, OH, where they have been registered since 2021. They have worked in the securities industry since 2008 and have been registered with 4 firms, including Ameritas Advisory Services and United Planners' Financial Services of America A Limited Partner. They have passed 2 industry qualification exams, including the Series 6 (investment company and variable products). They are registered to provide investment advice in Ohio.
Registrations & licenses
- Investment adviser:
- Ohio
- Broker:
3 states and territories
Colorado, Florida, Ohio
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.
- United Planners' Financial ServicesJul 2014 – Feb 2019Scottsdale, AZ
- SOBE Partners LLCSep 2014 – Jan 2025Worthington, OH
- Step Up Wealth Management LLCJun 2018 – Feb 2019Dublin, OH
- Ameritas Investment CorpFeb 2019 – no end date reportedLincoln, NE
- Creative Financial PartnersFeb 2019 – Dec 2021Perrysburg, OH
- Ameritas Advisory Services, LLCNov 2021 – no end date reportedLincoln, NE
- DeVerna & Co FinancialDec 2021 – Nov 2025Perrysburg, OH
- The Wealth LabOct 2025 – no end date reportedWorthington, OH
- Central Ohio Financial Management GroupNov 2025 – no end date reportedWorthington, OH
Official records & sources
Data as of August 9, 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. Mark Thomas Haimerl 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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