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)
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
Scott Jackson (CRD# 2014772) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Centennial, CO and has over 23 years of experience in the finance industry.
Charles Johnson (CRD# 5972874) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Harrisburg, PA and has over 12 years of experience in the finance industry.
Rebecca Jordan (CRD# 5389890) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Omaha, NE and has over 11 years of experience in the finance industry.
Suzanne Katz Riesner (CRD# 2537197) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Gaithersburg, MD and has over 25 years of experience in the finance industry.
James Kearse (CRD# 6071531) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Centennial, CO and has over 11 years of experience in the finance industry.
Lisa Kentfield (CRD# 3116650) 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.
Scott Knust (CRD# 6266321) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Indianapolis, IN and has over 10 years of experience in the finance industry.
Jason Konno (CRD# 5977944) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Honolulu, HI and has over 11 years of experience in the finance industry.
Steve Lairmore (CRD# 1889699) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Omaha, NE and has over 28 years of experience in the finance industry.
Mark Lange (CRD# 1510450) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Tampa, FL and has over 26 years of experience in the finance industry.