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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
MO RA APPROVED 2025-10-24
  • MO RA
    APPROVED
    Since 2025-10-24

Branch Locations

3555 S Culpepper Cir Ste 100, Springfield, MO 65804 • 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 Springfield MO 01/2025 Present
Mutual Of Omaha Insurance Company Springfield MO 07/2024 Present
Retired Nixa MO 04/2024 07/2024
State Of Missouri Springfield MO 09/1997 04/2024
  • 01/2025 → Present
    Mutual Of Omaha Investor Services
    Springfield, MO
  • 07/2024 → Present
    Mutual Of Omaha Insurance Company
    Springfield, MO
  • 04/2024 → 07/2024
    Retired
    Nixa, MO
  • 09/1997 → 04/2024
    State Of Missouri
    Springfield, MO
Other Businesses

Insurance Agent Assistant- Start Date: 10/2024 - Non-investment Related - Insurance lines of business: Life, Health, Annuities, Disability, Critical illness - Hours/per week during trading hours: 20 Insurance Agent- Start Date: 07/2024 - Non-investment Related - Insurance lines of business: Life, Health, Annuities, Disability, Critical illness - Hours/per week during trading hours: 40

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-24
  • S65 Uniform Investment Adviser Law Examination
    2025-10-24
Other Names
  • Rochelle Shinsky

View on SEC IAPD

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