Rochelle Frances Davis

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
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

Organization	City	State	From	To
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

Code	Exam	Date
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