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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2003-01-06 |
Branch Locations
Mutual Of Omaha Plaza, Omaha, NE 68175 • United States
Omaha, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Omaha | NE | 04/1997 | Present |
| Mutual Of Omaha Investor Services, Inc. | Omaha | NE | 04/1997 | Present |
NAIFA Industry Leadership Board Member; Start Date: Feb 2024; Non-investment related; Responsibilities: The ILB collaborates with NAIFA's Board of Trustees and professional staff to identify emerging trends, anticipate challenges, and develop solutions to enhance the value proposition for financial professionals and their clients; Hours per week during trading hours:<1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-15 |
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