Shane Tschida

Employer firm

Mutual Of Omaha Investor Services, Inc. CRD 611

$32.0M regulatory AUM 6,880 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Mutual Of Omaha Investor Services, Inc.

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2025-10-30

AZ RA
APPROVED

Since 2025-10-30

Branch Locations

Phoenix, AZ • United States

3200 East Camelback Road Suite 190, Phoenix, AZ 85018 • 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

Organization	City	State	From	To
Mutual Of Omaha Investor Services	Phoenix	AZ	09/2024	Present
Mutual Of Omaha Insurance Company	Phoenix	AZ	03/2024	Present
We Know Urban Realty	Phoenix	AZ	01/2013	03/2018
Real Estate Intelligent Marketing	Phoenix	AZ	03/2018	08/2021
Zendoor	Phoenix	AZ	03/2021	Present

09/2024 → Present

Mutual Of Omaha Investor Services

Phoenix, AZ
03/2024 → Present

Mutual Of Omaha Insurance Company

Phoenix, AZ
01/2013 → 03/2018

We Know Urban Realty

Phoenix, AZ
03/2018 → 08/2021

Real Estate Intelligent Marketing

Phoenix, AZ
03/2021 → Present

Zendoor

Phoenix, AZ

Other Businesses

Insurance Agent - Start Date: 03/2024 - Non-investment Related - Insurance lines of business: Life, Health, Annuities - Hours/per week during trading hours: 40 Zendoor - Real Estate Agent on as need client basis.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-10-29
S63	Uniform Securities Agent State Law Examination	2025-02-28

S65 Uniform Investment Adviser Law Examination

2025-10-29
S63 Uniform Securities Agent State Law Examination

2025-02-28

View on SEC IAPD