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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-03-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Clive | IA | 12/2024 | Present |
| Mutual Of Omaha Insurance Company | Clive | IA | 06/2024 | Present |
| Barleys | Council Bluffs | IA | 05/2021 | 08/2023 |
| City Of Council Bluffs Parks & Rec Complex | Council Bluffs | IA | 04/2018 | 08/2021 |
| Titan Machinery | Des Moines | IA | 05/2023 | 05/2024 |
| Hyvee | Council Bluffs | IA | 12/2020 | 01/2021 |
| Midstates Bank | Council Bluffs | IA | 05/2022 | 08/2022 |
| Student | Council Bluffs | IA | 08/2014 | 04/2018 |
| Student | Council Bluffs | IA | 02/2021 | 05/2021 |
| Student | Ames | IA | 08/2021 | 05/2022 |
Insurance Agent - Start Date: 06/2024 - Non-investment Related - Insurance lines of business: Life, Health, Annuities - Hours/per week during trading hours: 40
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-10-10 |
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