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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-02-21 |
Branch Locations
Four Greentree Centre 601 Route 73 North, Suite 206, Marlton, NJ 08053 • United States
30 Braintree Hill Office Park Ste 106, Braintree, MA 02184 • 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 |
|---|---|---|---|---|
| Princor Financial Services Corp | Marlton | NJ | 10/2010 | 02/2017 |
| Principal Life Ins Co | Marlton | NJ | 10/2010 | 02/2017 |
| Financial Advisors Of Delaware Valley | Marlton | NJ | 11/2011 | 02/2017 |
| Divorce Financial Solutions | Marlton | NJ | 02/2014 | Present |
| Mutual Of Omaha Investor Services | Marlton | NJ | 02/2017 | Present |
| Mutual Of Omaha Insurance Company | Marlton | NJ | 02/2017 | Present |
Insurance Agent - Start Date: 02/2017 - Non-investment Related - Insurance lines of business: Life, Health, Annuities - Hours/per week during trading hours: 20 Family Wealth Management - Investment Related- 9000 Lincoln Drive East, Suite 300, Marlton NJ, 08053- Start Date: 3/1/2017- Joint Case work & Mentorship.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-01-24 |
| S65 | Uniform Investment Adviser Law Examination | 2010-12-18 |
Reach out to this advisor