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Current Employers
Mutual Of Omaha Investor Services, Inc.

3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-04-16
  • MN RA
    APPROVED
    Since 2025-04-16

Branch Locations

1700 West 82Nd Street Suite 160, Bloomington, MN 55431 • United States

N16W23217 Stone Ridge Drive Ste 120, Waukesha, WI 53188 • United States

Brooklyn Park, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mutual Of Omaha Bloomington MN 10/2009 Present
  • 10/2009 → Present
    Mutual Of Omaha
    Bloomington, MN
Other Businesses

INSURANCE AGENT; START DATE: 10/2008; NON-INVESTMENT RELATED; INSURANCE LINES: LIFE, HEALTH, ANNUITIES, AND MEDICARE SUPPLEMENT; 20 HOURS/WEEK DURING TRADING HOURS. NATIONAL WALLEYE TRAIL (NWT) ANGLER, START DATE: 2007; NON-INVESTMENT RELATED; COMPETE IN FISHING TOURNAMENTS FOR PRIZE MONEY. FOOD PERSPECTIVES TASTE TESTER; START DATE: 2014; NON-INVESTMENT RELATED; FOOD PERSPECTIVES DONATES 50% OF A NOMINAL AMOUNT TO CHARITY AND 50% TO INDIVIDUAL.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-16
S63 Uniform Securities Agent State Law Examination 2011-10-17
  • S65 Uniform Investment Adviser Law Examination
    2025-04-16
  • S63 Uniform Securities Agent State Law Examination
    2011-10-17

View on SEC IAPD

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