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Amanda Michelle Roenfeld

Mutual Of Omaha Investor Services, Inc.

Omaha, NE

Glenwood, IA

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Current Employers
Mutual Of Omaha Investor Services, Inc.

3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2023-05-04
NE RA APPROVED 2014-11-18
  • IA RA
    APPROVED
    Since 2023-05-04
  • NE RA
    APPROVED
    Since 2014-11-18

Branch Locations

Mutual Of Omaha Plaza, Omaha, NE 68175 • United States

Glenwood, IA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mutual Of Omaha Investor Services Omaha NE 06/2006 Present
  • 06/2006 → Present
    Mutual Of Omaha Investor Services
    Omaha, NE
Other Businesses

PHYSICIAN'S MUTUAL LTC TRAILS, $14/MONTH, NO ADDITIONAL/NEW BUSINESS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-20
S63 Uniform Securities Agent State Law Examination 2001-07-20
  • S65 Uniform Investment Adviser Law Examination
    2014-06-20
  • S63 Uniform Securities Agent State Law Examination
    2001-07-20
Other Names
  • Amanda Michelle Coots

View on SEC IAPD

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