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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:

Current Employers
Mutual Of Omaha Investor Services, Inc.

3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-07-28
  • IN RA
    APPROVED
    Since 2025-07-28

Branch Locations

Westfield, IN • United States

Mutual Of Omaha Plaza, Omaha, NE 68175 • 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
Gwfs Equities, Inc. Greenwood Village CO 09/2016 01/2017
David A. Noyes & Company Indianapolis IN 11/2015 06/2016
Unemployed Indianapolis IN 06/2016 09/2016
American United Life Indianapolis IN 01/2017 02/2018
Oneamerica Securities Indianapolis IN 02/2017 06/2025
Oneamerica Indianapolis IN 02/2018 01/2023
Oneamerica Financial Indianapolis IN 01/2023 06/2025
Mutual Of Omaha Omaha NE 06/2025 Present
  • 09/2016 → 01/2017
    Gwfs Equities, Inc.
    Greenwood Village, CO
  • 11/2015 → 06/2016
    David A. Noyes & Company
    Indianapolis, IN
  • 06/2016 → 09/2016
    Unemployed
    Indianapolis, IN
  • 01/2017 → 02/2018
    American United Life
    Indianapolis, IN
  • 02/2017 → 06/2025
    Oneamerica Securities
    Indianapolis, IN
  • 02/2018 → 01/2023
    Oneamerica
    Indianapolis, IN
  • 01/2023 → 06/2025
    Oneamerica Financial
    Indianapolis, IN
  • 06/2025 → Present
    Mutual Of Omaha
    Omaha, NE
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-11-19
  • S66 Uniform Combined State Law Examination
    2008-11-19
Other Names
  • Betty Stembel
  • Mary Elizabeth White
  • Mary Elizabeth Blodgett
  • Mary Elizabeth White
  • Mary Elizabeth Blodgett
  • Betty White
  • Betty Blodgett
  • Mary Elizabeth Stembel

View on SEC IAPD

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