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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-01-08 |
Branch Locations
122 W John Carpenter Freeway Suite 100, Irving, TX 75039 • United States
3555 S Culpepper Cir Ste 100, Springfield, MO 65804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual/United Of Omaha Insurance Company | Dallas | TX | 04/1996 | Present |
INSURANCE AGENT 1988 TO PRESENT. NON INVESTMENT RELATED LIFE, ANNUITIES, DISABILITY, HEALTH. NAIFA-Dallas President July 2011-June 2012. Volunteer position on the NAIFA-Dallas board as the national committee man, July 2019. 3-year term. Anderson Family Wealth Management LLC, DBA 08/12/2019 Formed an LLC called Get-Away Condos, LLC to buy and hold a rental property in Branson, Missouri to earn rental Income starting on March 1, 2021. 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 activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-15 |
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