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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2015-06-04 |
Branch Locations
17117 Burt Street Suite 300, Omaha, NE 68118 • United States
6940 "O" St Ste 334, Lincoln, NE 68510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Omaha | NE | 07/2014 | Present |
| Mutual Of Omaha Great Plains | Omaha | NE | 04/2014 | Present |
Insurance Agent; Start Date 04/2014; Non-Investment Related; Insurance Lines: Life, Health, and Annuity; Approximately 40 hours per week. Board Member; Northview Lincoln Business Association; Networking Group; Start Date: 01/2019; Non-Investment Related; No Compensation; Approximately 4 meetings per year - Approximately 1 hour per meeting. DBA, Stanard Financial, LLC 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 | 2015-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-22 |
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