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 121 - 130 of 263 top financial advisors.
121
David P. Pieper
CRD#: 4749576
137 East Main Street, Caledonia, MN 55921

David Pieper (CRD# 4749576) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Caledonia, MN and has over 20 years of experience in the finance industry.

122
Virginia L. Pillow
CRD#: 2109739
650 Peter Jefferson Parkway, Suite 160, Charlottesville, VA 22911

Virginia Pillow (CRD# 2109739) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Charlottesville, VA and has over 10 years of experience in the finance industry.

123
Lesley Pinckard
CRD#: 4168636
122 W John Carpenter Freeway, Suite 100, Irving, TX 75039

Lesley Pinckard (CRD# 4168636) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Irving, TX and has over 24 years of experience in the finance industry.

124
Anne P. Pixler
CRD#: 2569199
2601 Nw Expressway, Ste 900w, Oklahoma City, OK 73112

Anne Pixler (CRD# 2569199) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Oklahoma City, OK and has over 29 years of experience in the finance industry.

125
Barry A. Polley
CRD#: 1495464
101 Merritt Blvd, Suite 111, Trumbull, CT 06611

Barry Polley (CRD# 1495464) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Trumbull, CT and has over 5 years of experience in the finance industry.

126
Jacqueline Proffit
CRD#: 6758357
1301 Riverplace Blvd., Suite 1606, Jacksonville, FL 32207

Jacqueline Proffit (CRD# 6758357) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Jacksonville, FL and has over 5 years of experience in the finance industry.

127
Adam D. Proskovec
CRD#: 4957628
3300 Mutual Of Omaha Plaza, Omaha, NE 68175

Adam Proskovec (CRD# 4957628) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Omaha, NE and has over 18 years of experience in the finance industry.

128
Bryce K. Reimers
CRD#: 3075285
Mutual Of Omaha Plaza, Omaha, NE 68175

Bryce Reimers (CRD# 3075285) 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.

129
Craig J. Reiser
CRD#: 5199678
217 S 4th St, O'neill, NE 68763

Craig Reiser (CRD# 5199678) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in O'neill, NE and has over 16 years of experience in the finance industry.

130
Jorge I. Rivera-Echevarria
CRD#: 6816516
2600 Douglas Rd, Ste 1109, Coral Gables, FL 33134

Jorge Rivera-Echevarria (CRD# 6816516) 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.

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