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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-05 |
| PA | RA | APPROVED | 2015-12-02 |
| VA | RA | APPROVED | 2013-03-28 |
| MD | RA | APPROVED | 2009-03-25 |
Branch Locations
9711 Washingtonian Boulevard Ste 350, Gaithersburg, MD 20878 • United States
4870 Sadler Road Ste 105, Glen Allen, VA 23060 • United States
Boynton Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual/United Of Omaha Insurance Company | Timonium | MD | 03/1991 | Present |
| Mutual Of Omaha Investor Services, Inc. | Annapolis Jnct. | MD | 03/1991 | Present |
SAK & ASSOCIATES, INS. SALES, OWNER, COMMISSION; 9711 WASHINGTONIAN BOULEVARD, STE 350, GAITHERSBURG, MD 20878 SAK FINANCIAL GROUP-DBA REGISTERED BY THE STATE OF MARYLAND USED IN CONJUNCTION WITH EXISTING CORPORATE NAME OF SAK & ASSOCIATES, INC. COMPANY NAME OF SAK & ASSOCIATES, INC. IS THE ABBREVIATED VERSION OF SUZANNE A. KATZ & ASSOCIATES, INC. WHICH IS SOMETIMES USED IN COMPANY OFFICE COMMUNICATIONS/SIGNAGE FOR CLIENTS WHO ARE MORE FAMILIAR WITH THE NAME, SUZANNE A. KATZ, INSTEAD OF THE SAK ABBREVIATION OF HER NAME. Part owner of a new LLC company licensed in Maryland as " Essential HR Resources LLC " for the exclusive purpose of engaging in consulting services with existing small business owners on the Compliance requirements of ERISA and the Affordable Care Act. The company name now used is SAK Associates, Inc., which is the official registered Maryland Corporation and company logo is being changed to reflect this company name. INSURANCE AGENT; LIFE, HEALTH, VISION, CRITICAL ILLNESS, ACCIDENT, HOSPITAL, MEDICARE, LTC, ANNUITIES, DENTAL, DI. 1991 - Present NON-INVESTMENT RELATED. START DATE 06/12/2015, RENTAL PROPERTY/LANDLORD - RESIDENTIAL AND OFFICE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-01 |
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