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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
CO RA APPROVED 2021-11-29
  • CO RA
    APPROVED
    Since 2021-11-29

Branch Locations

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

Florence, CO • 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 Investor Services Colorado Springs CO 02/2021 Present
Mutual Of Omaha Insurance Company Colorado Springs CO 11/2020 Present
Fremont Re-2 School District Florence CO 08/1994 05/2020
Retired Florence CO 05/2020 11/2020
Fremont Re-2 School District Florenc CO 08/2020 Present
Pueblo Community College Pueblo CO 09/2016 Present
Gunnison Valley Health Gunnison CO 06/1988 Present
Florence Volunteer Fire Department Florence CO 10/1992 Present
  • 02/2021 → Present
    Mutual Of Omaha Investor Services
    Colorado Springs, CO
  • 11/2020 → Present
    Mutual Of Omaha Insurance Company
    Colorado Springs, CO
  • 08/1994 → 05/2020
    Fremont Re-2 School District
    Florence, CO
  • 05/2020 → 11/2020
    Retired
    Florence, CO
  • 08/2020 → Present
    Fremont Re-2 School District
    Florenc, CO
  • 09/2016 → Present
    Pueblo Community College
    Pueblo, CO
  • 06/1988 → Present
    Gunnison Valley Health
    Gunnison, CO
  • 10/1992 → Present
    Florence Volunteer Fire Department
    Florence, CO
Other Businesses

Insurance Agent- Start Date: 11/2020 Non-investment Related- Insurance lines of business: Life, Health and Annuities- Hours/per week during trading hours: 20 Florence Volunteer Fire Department, Non-Investment related, Address 300 West Main Florence, CO 81226, Fire response, Start Date: 10-1992, Hours per week: vary depending on needs for services, Duties: Fire a response for the community Florence Fire Protection District board member. May 2025 Gunnison Valley Health, Non-Investment related, Address: 711 North Taylor, Gunnison, CO 81123, EMS services, Part-time EMT-intermediate, Start Date: 8-1988, Hours: one 24 shift per month, Duties: EMS services for the community Holcim Cement, Non-Investment related, Address:3500 Hwy 120, Florence Co 81226, Contractor, EMS consultant, Start Date: 2012, Hours: 12 hours per year, Duties: Medical training for employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-01-16
S65 Uniform Investment Adviser Law Examination 2021-11-29
  • S63 Uniform Securities Agent State Law Examination
    2026-01-16
  • S65 Uniform Investment Adviser Law Examination
    2021-11-29

View on SEC IAPD

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