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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2015-12-02 |
Branch Locations
3200 East Camelback Road Suite 190, Phoenix, AZ 85018 • United States
8208 N Freshwater Ln, Tuscon, AZ 85741-4078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services, Inc. | Tucson | AZ | 05/1993 | Present |
| Mutual/United Of Omaha Insurance Company | Tucson | AZ | 05/1993 | Present |
FIXED INSURANCE SALES: LIFE, annuities, health, DISABILITY, LONG-TERM CARE, CRITICAL ILLNESS, MEDICARE SUPPLEMENT INSURANCE WITH MUTUAL OF OMAHA. MAJOR MEDICAL INSURANCE Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1/hr per week. Submit qualified forward/reverse mortgage leads to Mutual of Omaha Mortgage when a customer indicates a potential need for these services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-15 |
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