William R. Kennedy
Financial advisor at Ameritas Advisory Services, LLC · Folsom, CA
Last updated 2026-10-10
Claim your profileWilliam R. Kennedy is a financial advisor at Ameritas Advisory Services, LLC in Folsom, CA, CRD 7463535. Licenses and exams on the registration: Series 66. IAPD registration began 2023-01-05.
Registration
- CRD number
- 7463535
- Registration status
- Active
- IAPD registration
- 2023-01-05
- Industry Experience
- 3 years
- Work Experience
- 13 years
- States registered
- CA
Licenses and exams
- Series 66
Work history
- 2022-05 to 2023-01 · Capstone Financial Group · Folsom, CA
- 2013-09 to 2022-04 · Amp Printing, Inc. · Dublin, CA
- 2022-10 to Present · Ameritas Investment Company, LLC · Lincoln, NE
- 2022-10 to Present · Ameritas Life Insurance Company · Lincoln, NE
- 2023-01 to Present · Ameritas Advisory Services, LLC · Lincoln, NE
- 2023-01 to Present · Capstone Financial Group · Folsom, CA
- 2026-06 to Present · True Course Retirement · Folsom, CA
Current employment
- Ameritas Advisory Services, LLC · Lincoln, NE
Ameritas Advisory Services, LLC
- Regulatory AUM
- $13,746,443,625
- Registered advisors
- 550
- Offices
- 366
- Clients per advisor
- 54.0 (Low)
- Average AUM per client
- $462.6K (Low)
- High-net-worth client ratio
- 3.0% (Low)
Ameritas Advisory Services, LLC: advisors, services and reported ETF investments
About
William R. Kennedy is a financial advisor at Ameritas Advisory Services, LLC in Folsom, CA. Reported securities licenses include Series 66. The latest record indicates 3 years of industry experience and 13 years of reported work history. Reported roles include True Course Retirement, Capstone Financial Group, Ameritas Investment Company, LLC, Ameritas Life Insurance Company, among others.
SEC disclosures list additional business and community activities: Capstone Financial Group; Same As Branch; Inv Rel; Financial Services; Financial Advisor; Start Date=01/2023; Hrs/mo=120; Trading Hrs/mo=80; Meet With Prospects And Clients; Investment Property; Non Inv Rel; 1204 Newmark Way: , inc manages this property for us; Dba True Course Retirement; Inv Rel; Same As Branch; Dba; Financial Advisor; Start Date=06/2026; Hrs/mo=72; Trading Hrs/mo=48; Marketing.
Ameritas Advisory Services, LLC's firm-level Form ADV reports 550 advisors across 366 offices; approximately 54.0 clients per advisor, average assets per client of $462,563, and regulatory AUM of $13.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $3.6B across 798 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to William R. Kennedy personally.
Reported ETF positions
Ameritas Advisory Services reports 798 ETF positions worth $3.6B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| JAAA — Janus Henderson AAA CLO ETF | $112.7M |
| SPYG — State Street SPDR Portfolio S&P 500 Growth ETF | $91.1M |
| IVV — iShares Core S&P 500 ETF | $89.7M |
| IWF — iShares Russell 1000 Growth Fund | $88M |
| SPY — SPDR S&P 500 ETF TRUST | $74.5M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Ameritas Advisory Services's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $53.8M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $48.7M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $4.1M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | TBIL — F/m US Treasury 3 Month Bill Fund | $5.8M | Top 99.4% | Replicability (R²) 37.1% · Residual Sharpe 2.51 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Ameritas Advisory Services, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Municipal Advisor
- Commodity Pool Operator or CTA
- Insurance Company or Agency
- Pension Consultant
Location
620 Coolidge Dr Ste 190, Folsom, CA 95630
17 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 800-335-9858
- Website: ameritas.com/investments
Official record
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