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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
NE RA APPROVED 2014-08-13
  • NE RA
    APPROVED
    Since 2014-08-13

Branch Locations

17117 Burt Street Suite 300, Omaha, NE 68118 • United States

600 Grant Street Ste 304, Denver, CO 80203 • United States

Omaha, NE • 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
Mutual Of Omaha Omaha NE 03/2014 Present
Mutual Of Omaha Investor Services Omaha NE 03/2014 Present
  • 03/2014 → Present
    Mutual Of Omaha
    Omaha, NE
  • 03/2014 → Present
    Mutual Of Omaha Investor Services
    Omaha, NE
Other Businesses

LIFE & HEALTH(NEBRASKA) LIFE INSURANCE FIXED ANNUITIES LONG TERM CARE CRITICAL ILLNESS DISABILITY INCOME INSURANCE DBA Name: Prosperity Wealth Partners, INC; Start Date: 05/2025 Runyan Wealth Partners LLC (For tax reporting in relation to compensation from Mutual of Omaha/MOIS) President Created 12-18-2023 Stated Golf LLC 3306 N 61st Street Omaha, NE 68104 Partner Created 02-12-2024 Not Investment Related 8 Hours Per week outside of trading hours Duties include creating and managing client relationships with golf courses across the country to purchase our custom golf apparel 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-08-12
S63 Uniform Securities Agent State Law Examination 2014-05-02
  • S65 Uniform Investment Adviser Law Examination
    2014-08-12
  • S63 Uniform Securities Agent State Law Examination
    2014-05-02

View on SEC IAPD

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