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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-10-07 |
Branch Locations
4700 S. Lindbergh Blvd, St. Louis, MO 63126 • 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 Of Omaha Insurance Company | Saint Louis | MO | 05/2014 | Present |
| Mutual Of Omaha Investor Services Inc. | St. Louis | MO | 12/2022 | Present |
| S&S Financial | Imperial | MO | 02/2017 | Present |
(1) INSURANCE AGENT - START DATE: 04/2014 - NON-INVESTMENT RELATED - INSURANCE LINES OF BUSINESS: LIFE, HEALTH, & ANNUITIES - 40 HOURS/PER WEEK DURING TRADING HOURS (2)I have started working for S&S Financial since 02/01/2017 AND IT IS NOT INVESTMENT RELATED. ADDRESS IS 808 shipwatch Imperial mo 63052. POSITION IS INSURANCE AGENT. APPROXIMATE 2HOURS PER WEEK I DEVOTE TO THIS BUSINESS. 2 hours/week during trading hours. I USE THIS COMPANY TO OFFER MEDICARE ADVANTAGE PLANS. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-20 |
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