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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2017-06-02 |
Branch Locations
280 2Nd Street, Reedsburg, WI 53959 • United States
N16W23217 Stone Ridge Drive Ste 120, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | La Crosse | WI | 12/2015 | Present |
| Mutual Of Omaha Insurance Company | La Crosse | WI | 05/2015 | Present |
Insurance Agent; Start Date: 05/2015; Non-Investment Related; Insurance Lines: Life, Health, & Annuity. Approximately 40 hours per week. DBA Name: Rockweiler & Jorandby Solutions LLC. DBA #2 Name: 32Thirty Health Solutions LLC; Start Date: 09/2022, 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-19 |
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