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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2018-01-08 |
Branch Locations
100 Harborview Plaza Ste C-4, La Crosse, WI 54601 • United States
N16W23217 Stone Ridge Drive Ste 120, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | La Crosse | WI | 04/2023 | Present |
| Mutual Of Omaha Investor Services | La Crosse | WI | 04/2023 | Present |
| Steve Schumacher - Mutual Of Omaha | La Crosse | WI | 02/2009 | 03/2023 |
Insurance Agent; Start Date: 06/2006; Non-Investment Related; Insurance Lines: Life, Health, Annuity; Approximately 40 hours per week. Notary Public; Start Date: 12/2012; Non-Investment Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-24 |
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