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Mutual Of Omaha Investor Services, Inc. CRD 611
$32.0M regulatory AUM 6,880 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-03-28 |
Branch Locations
9000 Keystone Crossing Ste 425, Indianapolis, IN 46240 • United States
N16W23217 Stone Ridge Drive Ste 120, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services, Inc. | Indianapolis | IN | 06/1989 | Present |
Insurance Agent; Start Date: 6/1/1989; Non-Investment Related: Insurance Lines of Business: Life, Health, and Annuity; Approximately 40 hours per week. Grass Family Bees LLC Start Date 2/23/24 Sale of Honey, wax products and live bees. Non Investment Related 10 hours per week. Also Sale of Garden Plants, Produce and Cut Flowers - Non Investment Related - 1 hour per week.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-03-17 |
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