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).
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Total Assets Under Management15MILLION
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Total Number of Accounts74ACCOUNTS
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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)
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
Richard McDaniel (CRD# 1111710) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Concord, CA and has over 17 years of experience in the finance industry.
Joy McDonald (CRD# 6313163) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Centennial, CO and has over 9 years of experience in the finance industry.
George McDow (CRD# 5522388) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Lancaster, SC and has over 16 years of experience in the finance industry.
Shawn McGregor (CRD# 3132641) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Omaha, NE and has over 25 years of experience in the finance industry.
Aida McNamara (CRD# 1145707) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Los Angeles, CA and has over 17 years of experience in the finance industry.
Thomas McNulty (CRD# 5790732) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Tinley Park, IL and has over 13 years of experience in the finance industry.
David McWilliams (CRD# 2762832) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Concord, CA and has over 27 years of experience in the finance industry.
Edgardo Medina Perez (CRD# 6852360) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Coral Gables, FL and has over 6 years of experience in the finance industry.
Tillman Meetze (CRD# 3012204) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in West Columbia, SC and has over 22 years of experience in the finance industry.
Matthew Merwald (CRD# 5537016) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Omaha, NE and has over 15 years of experience in the finance industry.