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).
-
Total Assets Under Management15MILLION
-
Total Number of Accounts74ACCOUNTS
-
Average Account Value$209,436
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
![](/img/ws/firm-ria-sec-logo.png)
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
Steven Galavotti (CRD# 5965798) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Braintree, MA and has over 12 years of experience in the finance industry.
Brad Galyean (CRD# 6280754) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Overland Park, KS and has over 10 years of experience in the finance industry.
Eric Gibson (CRD# 4649414) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Waukesha, WI and has over 21 years of experience in the finance industry.
Ashton Glaser (CRD# 6373892) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Springfield, MO and has over 7 years of experience in the finance industry.
Julie Goldsmith (CRD# 1746282) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Plymouth, MI and has over 36 years of experience in the finance industry.
Justin Gran (CRD# 6457400) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Phoenix, AZ and has over 9 years of experience in the finance industry.
Peter Grass (CRD# 2043227) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Indianapolis, IN and has over 34 years of experience in the finance industry.
David Haase (CRD# 1458530) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Centennial, CO and has over 27 years of experience in the finance industry.
Matthew Haffemann (CRD# 6585894) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in La Crosse, WI and has over 8 years of experience in the finance industry.
Tadd Haggerty (CRD# 5763903) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Brookings, SD and has over 14 years of experience in the finance industry.