Andrew Wallace Mccrosson

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

• 10/2009 → Present
  Mutual Of Omaha
  Bluffton, SC

Other Businesses

INSURANCE AGENT (03/2008) NON-INVESTMENT RELATED, INSURANCE LINES: LIFE, LONG-TERM CARE, DISABILITY, ANNUITIES, INDIVIDUAL HEALTH, PROPERTY, CASUALTY, PERSONAL LINES. [45 HOURS/WEEK] AMGIN, INC. (10/1996) D.B.A. "REDEEMING FINANCIAL ARTS" (08/2021)ANDREW W. MCCROSSON (PRESIDENT) LOCATED AT 7 Arley Way, Ste. 202B, BLUFFTON, SC 29910 MUTUAL OF OMAHA MORTGAGE LEADS PROGRAM (11/2023)

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-07-26
• S63 Uniform Securities Agent State Law Examination
  2010-09-10

Designations

• Chartered Financial Consultant