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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 2025-06-16
  • NE RA
    APPROVED
    Since 2025-06-16

Branch Locations

Mutual Of Omaha Plaza, Omaha, NE 68175 • United States

Omaha, NE • 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
Wood Specialties, Inc Omaha NE 01/2018 03/2020
Rejoice! Lutheran Church Omaha NE 08/2016 12/2017
Thrivent Financial Appleton WI 03/2020 04/2022
Principal Life Insurance Company Omaha NE 04/2022 05/2025
Principal Securities Inc Omaha NE 04/2022 05/2025
Walnut Hill Advisors Elkhorn NE 03/2022 05/2025
Mutual Of Omaha Omaha NE 05/2025 Present
  • 01/2018 → 03/2020
    Wood Specialties, Inc
    Omaha, NE
  • 08/2016 → 12/2017
    Rejoice! Lutheran Church
    Omaha, NE
  • 03/2020 → 04/2022
    Thrivent Financial
    Appleton, WI
  • 04/2022 → 05/2025
    Principal Life Insurance Company
    Omaha, NE
  • 04/2022 → 05/2025
    Omaha, NE
  • 03/2022 → 05/2025
    Walnut Hill Advisors
    Elkhorn, NE
  • 05/2025 → Present
    Mutual Of Omaha
    Omaha, NE
Previous Registrations
Other Businesses

**TABLE GRACE MINISTRIES POSITION: Board Member - at large NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/17/2022 ADDRESS: 1611 1/2 Farnam St, Omaha NE 68102, United States DESCRIPTION: Attend board meetings and help make decisions about the direction of the organization's future so that they can live out their mission of nourishing the bodies and souls of the people in Omaha, NE.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-22
  • S66 Uniform Combined State Law Examination
    2020-02-22

View on SEC IAPD

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