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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-01 |
Branch Locations
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 | Lacrosse | WI | 01/2016 | 09/2016 |
| Mutual Of Omaha Insurance Company | Lacrosse | WI | 04/2014 | 09/2016 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 11/2016 | 04/2017 |
| Msi Financial Services, Inc. | La Crosse | WI | 11/2016 | 04/2017 |
| Mml Investors Services, Llc | La Crosse | WI | 03/2017 | 04/2017 |
| Principal Life Insurance Company | La Crosse | WI | 04/2017 | 04/2019 |
| Principal Securities Inc | La Crosse | WI | 04/2017 | 04/2019 |
| Charterpoint Wealth Strategies | La Crosse | WI | 10/2016 | 04/2017 |
| Securian Financial Services Inc | St. Paul | MN | 09/2019 | 04/2025 |
| Unemployed | Lakeville | WI | 04/2019 | 08/2019 |
| Securian Financial Services Inc | St. Paul | MN | 08/2019 | 09/2019 |
| Minnesota Life Insurance Company | St. Paul | MN | 08/2019 | 04/2025 |
| Mutual Of Omaha Insurance Company | Waukesha | WI | 04/2025 | Present |
| Mutual Of Omaha Investor Services | Waukesha | WI | 04/2025 | Present |
Insurance Agent - Start Date: 04/2025 - Non-investment Related - Insurance lines of business: life, health, annuities, and variable - Hours/per week during trading hours: 10
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-18 |
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