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Current Employers
Mutual Of Omaha Investor Services, Inc.

3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2020-12-22
  • NE RA
    APPROVED
    Since 2020-12-22

Branch Locations

6940 "O" St Ste 334, Lincoln, NE 68510 • United States

510 5Th St, Syracuse, NE 68446 • United States

600 Grant Street Ste 304, Denver, CO 80203 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mutual Of Omaha Lincoln NE 05/2020 Present
Union Bank And Trust Lincoln NE 08/2019 05/2020
Union Bank And Trust Lincoln NE 11/2017 08/2019
Scheels Allsports Lincoln NE 07/2014 11/2017
Mutual Of Omaha Investor Services Lincoln NE 09/2020 Present
  • 05/2020 → Present
    Mutual Of Omaha
    Lincoln, NE
  • 08/2019 → 05/2020
    Union Bank And Trust
    Lincoln, NE
  • 11/2017 → 08/2019
    Union Bank And Trust
    Lincoln, NE
  • 07/2014 → 11/2017
    Scheels Allsports
    Lincoln, NE
  • 09/2020 → Present
    Mutual Of Omaha Investor Services
    Lincoln, NE
Other Businesses

Insurance Agent - Start Date: 07/2020 - Non-investment Related - Insurance lines of business: Life, Health, Long Term Care, Disability, Critical Illness, Property and Casualty, Annuities - Hours/per week during trading hours: 32.5 Troske Financial Group, DBA Dylan MacKichan

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-04-08
S65 Uniform Investment Adviser Law Examination 2020-12-22
  • S63 Uniform Securities Agent State Law Examination
    2021-04-08
  • S65 Uniform Investment Adviser Law Examination
    2020-12-22

View on SEC IAPD

Other Firms

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