Matthew J Merwald

Current Employers

Mutual Of Omaha Investor Services, Inc.

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

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2012-01-10

NE RA
APPROVED

Since 2012-01-10

Branch Locations

17117 Burt Street Suite 300, Omaha, NE 68118 • United States

600 Grant Street Ste 304, Denver, CO 80203 • 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

Organization	City	State	From	To
Mutual Of Omaha	Omaha	NE	12/2007	Present

12/2007 → Present

Mutual Of Omaha

Omaha, NE

Other Businesses

Insurance Agent; Start Date: 12/2007; Non-Investment Related; Insurance Lines: Life, Health, Annuity, Disability, Long-Term Care, and Medicare Supplements; Approximately 40 hours per week. Merwald Financial Group, LLC - owner - entity owns portion of Prosperity Wealth partners Inc, start date 05/01/2025 DBA Name: Prosperity Wealth Partners, INC; Start Date: 05/2025

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-12-01
S63	Uniform Securities Agent State Law Examination	2008-07-19

S65 Uniform Investment Adviser Law Examination

2011-12-01
S63 Uniform Securities Agent State Law Examination

2008-07-19

View on SEC IAPD

Current Employers

Mutual Of Omaha Investor Services, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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