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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-19 |
| NE | RA | APPROVED | 2021-06-17 |
Branch Locations
1 Mid America Plaza Suite 222, Oakbrook Terrace, IL 60181 • United States
Lake Zurich, IL • United States
600 Grant Street Ste 304, Denver, CO 80203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Country Capital Management Company | Bloomington | IL | 05/2013 | 07/2017 |
| Farm Bureau Financial Serv | West Des Moines | IA | 07/2017 | 04/2018 |
| Fbl Marketing Serv | West Des Moines | IA | 07/2017 | 05/2021 |
| Farm Bureau Financial Services | West Des Moines | IA | 04/2018 | 02/2019 |
| Fbl Financial Services | Omaha | NE | 03/2019 | 06/2020 |
| Fbl Financial Group | West Des Moines | IA | 06/2020 | 05/2021 |
| Mutual Of Omaha Investor Services | Chicago | IL | 05/2021 | Present |
| Mutual Of Omaha | Chicago | IL | 05/2021 | Present |
Insurance Agent - Start Date: 05/2021 - Non-investment Related - Insurance lines of business: Life, Health & Annuities- Hours/per week during trading hours: 20
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-03 |
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