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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2016-01-27 |
Branch Locations
3200 East Camelback Road Suite 190, Phoenix, AZ 85018 • United States
Tucson, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual/United Of Omaha | Tucson | AZ | 03/1988 | Present |
| Mutual Of Omaha Investor Services, Inc. | Tucson | AZ | 03/1988 | Present |
INSURANCE AGENT - MARCH 18, 1988, GROUP AND INDIVIDUAL MEDICAL,FIXED LIFE, FIXED ANNUITIES, DENTAL, MEDICARE SUPPLEMENTS, LONG TERM CARE, MEDICARE ADVANTAGE PLANS HAGERTY, CLASSIC CAR INSURANCE AMERICAN COLLECTORS INSURANCE CVMARKSHEFFEL PROPERTY, LLC, RENTAL REAL ESTATE, 2710 W. APPALOOSA RD.TUCSON,AZ 85742; 99% OWNER. GIFTED BY VELMA MONKS(MOTHER)1/2013. 1 HR/YR. Director, IFAPAC - Arizona Vice Chair of NAIFA (National Association of Insurance and Financial Advisors). January, 2023. P.O. Box 4728 ; Scottsdale, AZ 85261. 2 hours per month. No check writing privleges. Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1/hr per week. Submit qualified forward/reverse mortgage leads to Mutual of Omaha Mortgage when a customer indicates a potential need for these services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-15 |
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