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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-18 |
Branch Locations
122 W John Carpenter Freeway Suite 100, Irving, TX 75039 • 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 | Irving | TX | 04/2013 | Present |
| Mutual Of Omaha Investor Services | Irving | TX | 03/2016 | Present |
| Texas Scottish Rite Hospital For Children | Dallas | TX | 12/2014 | 04/2018 |
| Anderson Family Wealth Management Llc | Irving | TX | 08/2019 | Present |
| Mutual Of Omaha Advisors | Irving | TX | 09/2019 | Present |
Insurance Agent - Start Date: 04/2013 - Non-investment Related - Insurance lines of business: Life, Health, Annuities, Major Medical, Property and Casualty - Hours/per week during trading hours: 40 DBA as a marketing name- Anderson Family Wealth Management, LLC., investment related, 8-12-19 effective date, LLC member Integral Planning & Financial Services, Inc., President beginning 3-12-2026 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 | 2019-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-28 |
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