Alan D Sanders

Employer firm

Mutual Of Omaha Investor Services, Inc. CRD 611

$32.0M regulatory AUM 6,880 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → 03/2017
  Metllife Securities
  Pensacola, FL
• 08/2016 → 07/2017
  Massmutual
  Birmingham, AL
• 09/2017 → 10/2019
  Farmers Insurance
  Birmingham, AL
• 09/2017 → 10/2019
  Farmers Financial Solutions
  Birningham, AL
• 10/2019 → Present
  Mutual Of Omaha Investor Services
  Gulf Breeze, FL
• 10/2019 → Present
  Mutual Of Omaha Insurance Company
  Gulf Breeze, FL

Previous Registrations

• 2019-01-22 → 2019-10-21
  Farmers Financial Solutions, Llc
  Birmingham, AL
  Chelsea, AL
  Westlake Village, CA
• 2017-03-25 → 2017-08-10
  Mml Investors Services, Llc
  Vestavia, AL
  Pensacola, FL
• 2015-01-13 → 2017-03-25
  Msi Financial Services, Inc.
  Pensacola, FL
  Birmingham, AL
• 2010-06-08 → 2014-12-26
  Edward Jones
  Ocala, FL
  St Louis, MO
  Ocala, FL
  Pensacola, FL
  Wildwood, FL

Other Businesses

Insurance Agent - INSURANCE LINES OF BUSINESS: Life, Disability, Long-term Care, Medicare Supplements, Fixed Annuities NUMBER OF HOURS/mo.: 3 NAME: Gulf Breeze Chamber of Commerce POSITION: Board Member NATURE: Chamber of Commerce business INVESTMENT RELATED: No START DATE: 09/01/2025 ADDRESS: 3044 Gulf Breeze Pkwy, Gulf Breeze, FL 3563 USA DESCRIPTION: Making decisions regarding chamber of commerce membership, policies and publicity SECURITIES TRADING HOURS/mo.: 0 Start date - 03/2026 Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1/hr per week Certified Divorce Financial Analyst (CDFA) NUMBER OF HOURS/mo.: 8 NAME: Solagree and individual Family Law attorneys POSITION:CDFA START DATE: 07/1/2026 ADDRESS: 601 South Kings Drive Suite F-191 Charlotte, NC 28204 DESCRIPTION: Solagree uses the services of attorneys and CDFAs to help divorcing couples during arbitration or mediation. SECURITIES TRADING HOURS/mo.: 0.

Exams

• S66 Uniform Combined State Law Examination
  2010-06-04

Other Names

• Alan Sanders
• Alan Dale Sanders