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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
CO RA APPROVED 2014-03-11
  • CO RA
    APPROVED
    Since 2014-03-11

Branch Locations

Calhan, CO • United States

600 Grant Street Ste 304, Denver, CO 80203 • United States

503 N Main Street Ste 710, Pueblo, CO 81003 • 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 Colorado Springs CO 02/2014 Present
Mutual Of Omaha Investor Services Colorado Srings CO 02/2014 Present
  • 02/2014 → Present
    Mutual Of Omaha
    Colorado Springs, CO
  • 02/2014 → Present
    Mutual Of Omaha Investor Services
    Colorado Srings, CO
Previous Registrations
  • 2012-11-29 → 2014-02-06
    First Command Brokerage Services, Inc.
    Colorado Springs, CO
Other Businesses

I AM A MEMBER OF A REAL ESTATE LLC NAMED "THE POINT GROUP, LLC". THE BUSINESS IS NOT INVESTMENT RELATED. THE ADDRESS IS 132 Heights Ave, INVERNESS, FL 34452. THE LLC INVESTS IN REAL ESTATE PROPERTIES, INCLUDING RENTAL PROPERTY. I'M THE VICE PRESIDENT OF THE LLC AND HAVE HELD THIS POSITION SINCE THE LLC WAS ESTABLISHED IN MARCH 2003. I DEVOTE ONE HOUR A MONTH TO THE POINT GROUP, LLC AND ZERO HOURS DURING SECURITIES TRADING HOURS. MY DUTIES AS VICE PRESIDENT INVOLVE ESTABLISHING TOPICS OF DISCUSSION FOR BUSINESS MEETINGS, PROVIDING INPUT FOR NEW BUSINESS OPPORTUNITIES AND VOTING ON DECISIONS WHEN NECESSARY. I OWN A RESIDENTIAL RENTAL PROPERTY (DUPLEX) IN FLORIDA. FIXED INSURANCE - LIFE, DI, MEDICARE SUPP., LTC, CRITICAL ILLNESS, DENTAL, HEALTH INSURANCE, ANNUITIES I receive incentive pay through the Mutual of Omaha Mortgage Lead Program. I'm the sole owner of Kearse Financial, LLC, with a Trade Name (Doing Business As - DBA) of FullArmor Financial. The company was registered in the state of Colorado on 12/28/2016. The Trade Name / DBA was submitted with an effective date of 9/20/24. The business is an LLC with an S Corp election used to report income for tax purposes from all insurance business and security/advisory business with Mutual of Omaha Investor Services, Inc. Kearse Financial, LLC / FullArmor Financial also involves the marketing, sale, and service of insurance business outside of Mutual of Omaha. This includes fixed and variable annuities and health insurance and benefits (individual and group), health cost-sharing programs (Medi-share and OneShare), dental and vision insurance, international health and travel insurance, and Medicare Supplement, Medicare Advantage and Part D insurance. FullArmor Financial involves the marketing of securities sales and advisory services, but is not an advisory firm. All securities sales and investment advisory services remain under Mutual of Omaha Investor Services, Inc. The address of Kearse Financial, LLC / FullArmor Financial is 25406 Kobilan Rd, Calhan, CO 80808. I devote 30 hours a month, with approximately 20 hours during securities trading hours. The business owner duties include recording and reporting business income for tax purposes and prospecting, marketing, and service in the above products.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-06-23
S65 Uniform Investment Adviser Law Examination 2012-09-28
  • S63 Uniform Securities Agent State Law Examination
    2016-06-23
  • S65 Uniform Investment Adviser Law Examination
    2012-09-28

View on SEC IAPD

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