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Mutual Of Omaha Investor Services, Inc. CRD 611
$32.0M regulatory AUM 6,880 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
Branch Locations
1 Park Plaza Ste 720, Irvine, CA 92614 • United States
3200 East Camelback Road Suite 190, Phoenix, AZ 85018 • United States
Costa Mesa, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Professional Baseball | Kansas City | MO | 06/2016 | 03/2021 |
| Mutual Of Omaha Insurance Company | Irvine | CA | 03/2021 | Present |
| Mutual Of Omaha Investor Services | Irvine | CA | 09/2021 | Present |
Insurance Agent - Start Date: 03/2021 - Non-investment Related - Insurance lines of business: Life and Health - Hours/per week during trading hours: 40 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. DBA, Lifetime Wealth Management, Aug 2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-19 |
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