Mutual Of Omaha Investor Services, Inc.

Mutual Of Omaha Investor Services, Inc. (CRD# 611) is a financial advisory firm headquartered in Omaha, NE. They manage $15,498,267 in 74 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $209,436
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Mutual Of Omaha Investor Services, Inc.
Showing 11 - 20 of 262 top financial advisors.
11
Cary D. Bazan
CRD#: 6390823
122 W John Carpenter Freeway, Suite 100, Irving, TX 75039

Cary Bazan (CRD# 6390823) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Irving, TX and has over 9 years of experience in the finance industry.

12
William R. Beckett
CRD#: 6317089
Grayson, GA

William Beckett (CRD# 6317089) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Grayson, GA and has over 9 years of experience in the finance industry.

13
Daniel W. Bodmann
CRD#: 4588323
Mutual Of Omaha Plaza, Omaha, NE 68175

Daniel Bodmann (CRD# 4588323) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Omaha, NE and has over 7 years of experience in the finance industry.

14
Jeffrey E. Boe
CRD#: 860769
9155 East Nichols Avenue, Ste 250, Centennial, CO 80112

Jeffrey Boe (CRD# 860769) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Centennial, CO and has over 37 years of experience in the finance industry.

15
Christopher R. Boozikee
CRD#: 3251310
Mutual Of Omaha Plaza, Omaha, NE 68175

Christopher Boozikee (CRD# 3251310) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Omaha, NE and has over 24 years of experience in the finance industry.

16
Dean V. Boucounis
CRD#: 845180
Grand Island, NY

Dean Boucounis (CRD# 845180) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Grand Island, NY and has over 24 years of experience in the finance industry.

17
Scott J. Bradford
CRD#: 6936051
100 Harborview Plaza, Ste C-4, La Crosse, WI 54601

Scott Bradford (CRD# 6936051) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in La Crosse, WI and has over 6 years of experience in the finance industry.

18
Seth L. Bringle
CRD#: 6528861
1820 Nw 118th St, Ste 210, Clive, IA 50325

Seth Bringle (CRD# 6528861) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Clive, IA and has over 8 years of experience in the finance industry.

19
Christopher R. Casey
CRD#: 5109830
1700 West 82nd Street, Suite 160, Bloomington, MN 55431

Christopher Casey (CRD# 5109830) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Bloomington, MN and has over 17 years of experience in the finance industry.

20
Michael J. Chojnacki
CRD#: 1218427
851 Nw Broken Sound Parkway, Suite 240, Boca Raton, FL 33487

Michael Chojnacki (CRD# 1218427) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Boca Raton, FL and has over 6 years of experience in the finance industry.

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