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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-06-18 |
Branch Locations
1700 West 82Nd Street Suite 160, Bloomington, MN 55431 • United States
Rosemount, MN • United States
N16W23217 Stone Ridge Drive Ste 120, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Bloomington | MN | 05/2013 | Present |
| Mutual Of Omaha Investor Services, Inc | Omaha | NE | 10/2013 | Present |
Insurance agent; Start Date: 07/2013; Non-Investment Related; Insurance Lines of Business: Life, Health, and Annuity; Approximately 40 hours per week. DBA Name: Clarity Financial (Gibson/Harper team) Start Date: 01/2020. Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1/hr per week. Submit qualified forward/reverse mortgage leads to Mutual of Omaha Mortgage when a customer indicates a potential need for these services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-26 |
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