Austin Lee Bruzek

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

• 01/2016 → 01/2021
  Hy-Vee
  Norfolk, NE
• 01/2020 → Present
  Mutual Of Omaha/ Reiser Wealth Management
  Norfolk, NE
• 07/2022 → Present
  Mutual Of Omaha Investor Services
  Omaha, NE
• 06/2022 → Present
  Mutual Of Omaha Insurance Company
  Omaha, NE
• 08/2019 → 12/2020
  Northeast Community College
  Norfolk, NE
• 12/2020 → Present
  University Of Nebraska Lincoln
  Lincoln, NE

Other Businesses

Insurance Agent; Start Date: 06/12/2022; Non-investment Related; Insurance lines of business: Life, Health, and Annuity; Hours/per week during trading hours: 40 Server/Bartender; Market Grill/Wahlburgers at Hy-Vee; Start Date: 01/01/2016; Non-Investment Related; Duties and Responsibilities: Take orders and payments, communicate with staff, customer service, and cleaning; Approximately 80 hours per month. Advisor assistant at Reiser Wealth Management; Mutual of Omaha; Start Date: 01/01/2020; Investment Related; Duties and Responsibilities: Send out mailers, prepare raw list of new customers, maintain and update client files, and convert paper files to e-files; Approximately 140 hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-10
• S63 Uniform Securities Agent State Law Examination
  2023-09-21