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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-02-01 |
| KS | RA | APPROVED | 2012-01-05 |
Branch Locations
7015 College Boulevard Ste 100, Overland Park, KS 66211 • United States
3555 S Culpepper Cir Ste 100, Springfield, MO 65804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual/United Of Omaha | Overland Park | KS | 03/2002 | Present |
Insurance Agent: Start Date: 07/22/2002; Non-Investment Related; Insurance Lines: Life, Health, and Fixed Annuities; Approximately 40 hours per week during trading hours. Member of the Village Cooperative of Overland Park Property committee, 7800 W 123rd St., Overland Park, KS 66213. Start Date approximately 2/1/2024, this committee will oversee the property making sure it is properly maintained by the fellow members of the Cooperative and Management Company. Reporting to the Board any concerns. Non-Investment related, no check writing ability. Expected weekly time commitment of about 1hr per week. Serving as a member of the Village Cooperative of Overland Park Safety Committee, a Newly formed committee in September 2024, for the purpose of developing safety plans and procedures for the cooperative. Reporting to the Board of Directors. Non-Investment related, no check writing ability. Expected time commitment of about 1hr. per week. 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. Serving as Elder at Mt. Olive Lutheran Church, 9514 Perry Ln. Overland Park, KS 66212. as of July 1, 2026, non-investment related no check writing ability. Assisting with Church membership, attendance, communion, etc. About 2-3 hours per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-24 |
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