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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-08-22 |
| WI | RA | APPROVED | 2017-02-23 |
Branch Locations
N16W23217 Stone Ridge Drive Ste 120, Waukesha, WI 53188 • United States
100 Harborview Plaza Ste C-4, La Crosse, WI 54601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Insurance Company | La Crosse | WI | 05/2015 | Present |
| Mutual Of Omaha Investment Services | La Crosse | WI | 11/2015 | Present |
Insurance Agent - Start Date: 05/2015 - Non-investment Related - Insurance lines of business: Life Insurance, Disability Insurance, Fixed Annuity, Long-Term Care Insurance, Critical Illness Insurance, Medicare Supplement Insurance - Hours/per week during trading hours: 50-60 DBA Name: 32Thirty Financial; Start Date: 01/2020; DBA used for marketing purposes. 1/3rd owner of 32Thirty Financial LLC, LLC is used for expense purposes and for branding/marketing. DBA Name: 32Thirty Health Solutions, LLC; Start Date: 09/2022, Non-Investment Related, DBA used for sale of health insurance products including group health insurance, individual health insurance, Medicare supplement plans, Medicare advantage plans and Medicare prescription drug plans. 1/3rd owner of 32Thirty Health Solutions, LLC. MBH & Associates, LLC, LLC is used for tax purposes. 100% owner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-19 |
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