Jason Musil

Employer firm

Mutual Of Omaha Investor Services, Inc. CRD 611

$32.0M regulatory AUM 6,880 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2004 → Present
  Mutual Of Omaha Insurance Company
  Lacrosse, WI
• 05/2020 → Present
  Mutual Of Omaha Investor Services
  Omaha, NE

Other Businesses

Insurance Agent - Start Date: 06/2004 - Non-investment Related - Insurance lines of business: Life, Health, and Annuity - Hours/per week during trading hours: 40 Birchwood School Board - Start Date: 04/28/2025 - Non-investment Related - Duties: Oversight of School Operations - Hours per month: 8 Birchwood School Finance Committee - Start Date: 04/28/2025 - Non-investment Related - Duties: Oversight of School Finances, Not giving Financial Investment Advice, Check writing abilities that require 2 signers - Hours per month: 8 DBA Name - Northwoods Associates - Start Date: 04/08/2026

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-25
• S63 Uniform Securities Agent State Law Examination
  2020-08-12