Hillary Leffler

Employer firm

Mutual Of Omaha Investor Services, Inc. CRD 611

$32.0M regulatory AUM 6,880 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 03/2021
  Academy Financial
  Lutherville, MD
• 12/2019 → 03/2021
  Lincoln Financial Securities
  Lutherville, MD
• 03/2021 → 08/2024
  Betz Financial Advisory
  Greenbelt, MD
• 01/2022 → 08/2024
  The Leaders Group Inc
  Littleton, CO
• 09/2024 → Present
  Mutual Of Omaha Investor Services
  Omaha, NE
• 09/2024 → Present
  Mutual Of Omaha Insurance Company
  Omaha, NE

Previous Registrations

• 2022-01-04 → 2024-08-30
  Tlg Advisors, Inc.
  Summit, NJ
  Greenbelt, MD
• 2021-03-01 → 2021-03-12
  Osaic Fa, Inc.
  Lutherville, MD

Other Businesses

1) LAYERED & LINKED - 11/20/2023 - 9905 Seaside Lane, Unit 2, Ocean City, MD 21842 - Owner, permanent Jewelry, not inv't rel, sell and apply permanent jewelry, 20 hrs/mo; 0 hrs/mo (during trading hours). 2 )Insurance Agent Assistant - Start Date: 09/2024 - Non-investment Related - Insurance lines of business: Life/Health/Annuities - Hours/per week during trading hours: 40

Exams

• S66 Uniform Combined State Law Examination
  2021-03-01

Other Names

• Hillary Sheridan Leffler
• Hillary S Leffler
• Hillary S Yourkovik