Best Investors
Account
Sign in
Best Investors
Account
Sign in
Mutual Of Omaha Investor Services, Inc. CRD 611
$32.0M regulatory AUM 6,880 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2014-04-04 |
Branch Locations
Tinley Park, IL • United States
N16W23217 Stone Ridge Drive Ste 120, Waukesha, WI 53188 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Oak Brook | IL | 05/2009 | Present |
Insurance Agent; Start Date: 12/2008; Non-Investment Related; Insurance Lines: Life, Health, and Annuity; Approximately 30 hours per week. DBA Name: McNulty Wealth Management Group Inc, AKA McNulty Wealth Management; Start Date: 2014; Name utilized in conjunction with insurance and financial services; Approximately 30 hours per week. Executive Director; Tinley Park Chamber of Commerce; Start Date: 6/27/2023; Non-Investment Related; Compensated by salary; Address: 17316 S Oak Park Ave, Tinley Park, IL 60477; Duties and Responsibilities: Manage office staff and day-to-day operations, membership engagement, facilitate meetings, assist with events; Approximately 30 hours per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-03 |
Reach out to this advisor