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Lucas Aaron May

Mutual Of Omaha Investor Services, Inc.

Papillion, NE

Omaha, NE

CRD 6164007

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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:

Current Employers
Mutual Of Omaha Investor Services, Inc.

3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2021-11-24
  • NE RA
    APPROVED
    Since 2021-11-24

Branch Locations

Papillion, NE • United States

Mutual Of Omaha Plaza, Omaha, NE 68175 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade Omaha NE 09/2013 02/2020
Mutual Of Omaha Omaha NE 02/2020 Present
Mutual Of Omaha Investor Services Omaha NE 02/2020 Present
  • 09/2013 → 02/2020
    Td Ameritrade
    Omaha, NE
  • 02/2020 → Present
    Mutual Of Omaha
    Omaha, NE
  • 02/2020 → Present
    Mutual Of Omaha Investor Services
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-23
S63 Uniform Securities Agent State Law Examination 2013-12-19
  • S66 Uniform Combined State Law Examination
    2021-11-23
  • S63 Uniform Securities Agent State Law Examination
    2013-12-19

View on SEC IAPD

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