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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
IA RA APPROVED 2025-09-19
  • IA RA
    APPROVED
    Since 2025-09-19

Branch Locations

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

1820 Nw 118Th St Ste 210, Clive, IA 50325 • 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
Modern Woodmen Of America Rock Island IL 11/2021 08/2025
Duncan Aviation Lincoln NE 08/2019 11/2021
Fedex Ground Lincoln NE 06/2018 08/2019
Unemployed Lincoln NE 06/2015 07/2018
Mwa Financial Services Rock Island IL 03/2022 08/2025
Mutual Of Omaha Investor Services Des Moines IA 09/2025 Present
Mutual Of Omaha Insurance Company Des Moines IA 08/2025 Present
  • 11/2021 → 08/2025
    Modern Woodmen Of America
    Rock Island, IL
  • 08/2019 → 11/2021
    Duncan Aviation
    Lincoln, NE
  • 06/2018 → 08/2019
    Fedex Ground
    Lincoln, NE
  • 06/2015 → 07/2018
    Unemployed
    Lincoln, NE
  • 03/2022 → 08/2025
    Mwa Financial Services
    Rock Island, IL
  • 09/2025 → Present
    Mutual Of Omaha Investor Services
    Des Moines, IA
  • 08/2025 → Present
    Mutual Of Omaha Insurance Company
    Des Moines, IA
Previous Registrations
Other Businesses

Insurance Agent - Start Date: 08/2025 - Non-investment Related - Insurance lines of business: Life, Health, Annuities - Hours/per week during trading hours: 40

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-23
  • S66 Uniform Combined State Law Examination
    2022-05-23

View on SEC IAPD

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