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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2014-11-13 |
Branch Locations
9000 Keystone Crossing Ste 425, Indianapolis, IN 46240 • United States
N16W23217 Stone Ridge Drive Ste 120, Waukesha, WI 53188 • United States
New Palestine, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Indianapolis | IN | 06/2013 | Present |
| University Of Indianapolis Track And Field | Indianapolis | IN | 10/2009 | Present |
| Mutual Of Omaha Investor Services, Inc | Omaha | NE | 11/2013 | Present |
Insurance Agent; Start Date: 2013; Non-Investment Related; Insurance Lines of business: Life, Health, and Annuity; Approximately 40 hours per week. Coach; Pole Vault; University of Indianapolis; Start Date: 10/2009; Non-Investment Related; Address: 1400 East Hanna Avenue, Indianapolis, In 46227; Approximately 32 hours per month during track season (October through May).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-15 |
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