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Current Employers
Mutual Of Omaha Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-02-02
WI RA APPROVED 2018-02-14
  • MN RA
    APPROVED
    Since 2022-02-02
  • WI RA
    APPROVED
    Since 2018-02-14

Branch Locations

N16W23217 Stone Ridge Drive Ste 120, Waukesha, WI 53188 • United States

100 Harborview Plaza Ste C-4, La Crosse, WI 54601 • 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
Minegar'S Sports Hub La Crescent MN 03/2009 06/2024
Mutual Of Omaha La Crosse WI 04/2013 Present
Mutual Of Omaha Investor Services, Inc Omaha NE 07/2013 Present
Other Businesses

Insurance Agent: Start Date: 09/2013; Non-Investment Related; Insurance Lines: Life, Health, and Annuity; Approximately 40 hours per week. DBA Name: 32Thirty Financial; Start Date: 01/2020; DBA used for marketing purposes. 1/3rd owner of 32Thirty Financial LLC, LLC is used for expense purposes and for branding/marketing. DBA Name: 32Thirty Health Solutions LLC; Start Date: 09/2022, DBA used for sale of health insurance products including group health insurance, individual health insurance, Medicare supplement plans, Medicare advantage plans and Medicare prescription drug plans. 1/3rd owner of 32Thirty Health Solutions LLC. Mutual of Omaha Mortgage Leads Program; Start Date: 09/2023; referring leads to Mutual of Omaha Mortgage. Minegar & Associates, Inc. Used for tax purposes. 100% Owner Notary Public; Start Date: 07/2024; Non-Investment Related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-14
S63 Uniform Securities Agent State Law Examination 2013-10-03
  • S65 Uniform Investment Adviser Law Examination
    2018-02-14
  • S63 Uniform Securities Agent State Law Examination
    2013-10-03

View on SEC IAPD

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