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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2012-06-07 |
Branch Locations
17117 Burt Street Suite 300, Omaha, NE 68118 • United States
600 Grant Street Ste 304, Denver, CO 80203 • United States
Blair, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Omaha | NE | 06/2010 | Present |
| Mutual Of Omaha Investor Services, Inc | Omaha | NE | 09/2010 | Present |
Insurance Agent; Start Date: 03/2011; Non-Investment Related; Insurance Lines: Life, Health, and Annuity; Approximately 40 hours per week. DBA/Marketing Name: Legacy Tree Financial Start Date: April 2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-28 |
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