Alexander Michael Stefanic

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2025 → Present
  Mutual Of Omaha Investor Services
  Glen Allen, VA
• 11/2025 → Present
  Mutual Of Omaha Insurance Company
  Glen Allen, VA
• 04/2025 → 11/2025
  Unemployed
  Richmond, VA
• 11/2024 → 04/2025
  James River Home Health And Hospice
  Richmond, VA
• 01/2022 → 10/2024
  Mckesson
  Richmond, VA
• 10/2021 → 12/2021
  Unemployed
  Richmond, VA
• 01/2021 → 10/2021
  Capital One
  Richmond, VA
• 10/2020 → 12/2020
  Guilford County
  Greensboro, NC
• 04/2018 → 10/2020
  Honda Aircraft Company
  Greensboro, NC
• 02/2018 → 04/2018
  Unemployed
  Atlanta, GA
• 07/2017 → 02/2018
  Ernst & Young Llp
  Atlanta, GA
• 01/2016 → 07/2017
  Pricewaterhouse Coopers Llp
  Mclean, VA

Other Businesses

Insurance Agent - Start Date: 11/2025 - Non-investment Related - Insurance lines of business: Life, Health, Annuities - Hours/per week during trading hours: 40 Member of Board of Directors, Richmond Country Club - Start date 01/2025 - Non-investment related - 4 hours per month Chapter Adviser, Phi Delta Theta fraternity, South Carolina Gamma chapter - start date 09/2015 - Non-investment related - 2 hours per month

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-24
• S63 Uniform Securities Agent State Law Examination
  2026-03-04

Other Names

• Alex Stefanic