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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-05-13 |
Branch Locations
600 Grant Street Ste 304, Denver, CO 80203 • United States
17117 Burt Street Suite 300, Omaha, NE 68118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fbl Financial Group | West Des Moines | IA | 11/2018 | 10/2024 |
| Sojern | Omaha | NE | 02/2017 | 12/2018 |
| Aaa Life Insurance Company | Omaha | NE | 02/2010 | 02/2017 |
| Fbl Marketing Services, Llc | West Des Moines | IA | 11/2020 | 10/2024 |
| State Farm Insurance Company | Gretna | NE | 10/2024 | 11/2025 |
| Mutual Of Omaha Investor Services | Omaha | NE | 01/2026 | Present |
| Mutual Of Omaha Insurance Company | Omaha | NE | 11/2025 | Present |
Insurance Agent - Start Date: 11/2025 - Non-investment Related - Insurance lines of business: Life, health, annuities; 40 - Hours/per week during trading hours: 40
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-18 |
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