William Jacob Freeman

Current Employers

Mutual Of Omaha Investor Services, Inc.

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-02-26
OR	RA	APPROVED	2017-03-30
MN	RA	APPROVED	2014-01-21

FL RA
APPROVED

Since 2025-02-26
OR RA
APPROVED

Since 2017-03-30
MN RA
APPROVED

Since 2014-01-21

Branch Locations

Gladstone, OR • United States

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

3200 East Camelback Road Suite 190, Phoenix, AZ 85018 • 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

Organization	City	State	From	To
Mutual/United Of Omaha	Bloomington	MN	06/2005	Present

06/2005 → Present

Mutual/United Of Omaha

Bloomington, MN

Other Businesses

50% Owner, Oregon Ultimate Alliance LLC. DBA Oregon Soar and Oregon Steel, professional ultimate frisbee teams since April 2024. 10 hours monthly (avg), few hours during trading hours. Overall management and event night oversight. Rental income, single family units. STARTED 08/2003 UNTIL PRESENT. Fixed life insurance, health insurance, fixed annuities, LTC insurance all with various companies. 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.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-11-12
S63	Uniform Securities Agent State Law Examination	2006-03-30

S65 Uniform Investment Adviser Law Examination

2010-11-12
S63 Uniform Securities Agent State Law Examination

2006-03-30

Other Names

Bill Jacob Freeman

View on SEC IAPD