Adam D Olson

Current Employers

Employment History

• 06/2011 → Present
  Mutual Of Omaha
  Norfolk, NE
• 07/2011 → Present
  Mutual Of Omaha Investor Services, Inc
  Omaha, NE

Other Businesses

3% PARTNER IN REISER INSURANCE GROUP. PROPERTY AND CAUSUALTY AGENCY IN ONEILL, NE. I BECAME A PARTNER 1-1-14 IN THIS GROUP AND SPEND 1-2 HOURS A WEEK DOING BUSINESS RELATED TO THIS COMPANY. I WORK AS A SALES AGENT FOR HOME AUTO AND FARM COVERAGE. DBA: Reiser Insurance (use on building signage) DBA Name: REISER INSURANCE GROUP 217 S 4TH ST, O'NEILL, NE 68763 (402) 336-1983 DBA Name: REISER WEALTH MANAGEMENT LLC. CAM Holdings LLC, Used for a holding for a commercial building. RedZone Retirement Wealth Advisors, LLC, entity S corp, sole owner, 6-8-26, entity for receiving business compensation Board Member; Oasis Counseling International; Start date: 11/19/2015; Non-Investment related; I vote on Grants and provide business guidance; No Check writing ability; approximately 1 hour per month is spent on this board Board Member: Faith Regional Health Services; Start Date: 3-1-22: Non-Investment related; I help with the overall objective of running the hospital; No check writing ability; Approximately 1 hour per month is spend on this board. Author; 21 Things you need to know about Money; Publish Date: 5-1-19; General Financial Planning topics, personal financial topics; Reviewed and approved by compliance on 05/26/2019. Author; What's your plan; Publish date: 2-28-21; General Financial Planning topics, personal financial topics; Reviewed and approved by compliance on 02/10/2021. Seminar Speaker: Get Your Money Right & RedZone Retirement Planning Process; Updated Start Date: 09/03/2025; Investment Related; Teaching Financial Literacy Class & Retirement Planning Process; Presentation submitted/approved through Compliance; Approximately 6 hours per month. Insurance Agent; Start Date: 9/27/2011; Non-Investment Related; Insurance lines: Health, Life, and Annuity, Dental, Vision; Approximately 40 hours per month. Four Sons Acres LLC, Farming operation 3-20-25. Non investment related, custom farming operation. Minimal time 2-4 hours per month. Not a active job. Portal Real Estate LLC, 2025. Passive real estate investment, property in Omaha NE. YouTube - income generated from views on channel Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1 hour per week. Submit qualified forward/reverse mortgage leads to Mutual of Omaha Mortgage when a customer indicates a potential need for these services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-29
• S63 Uniform Securities Agent State Law Examination
  2011-08-25

Designations