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Mutual Of Omaha Investor Services, Inc. CRD 611
$32.0M regulatory AUM 6,880 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-07-28 |
Branch Locations
Mutual Of Omaha Plaza, Omaha, NE 68175 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-19 |
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