Kelsey Mashae Snyder

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

• 05/2016 → 06/2020
  Citizens National Bank
  Somerset, KY
• 09/2010 → 05/2016
  Cracker Barrel
  Somerset, KY
• 01/2016 → 04/2017
  Liberty Tax
  Richmond, KY
• 06/2020 → Present
  Mutual Of Omaha Insurance Company
  Fort Wayne, IN
• 10/2020 → Present
  Mutual Of Omaha Investor Services
  Fort Wayne, IN

Other Businesses

DBA Name: Thrive Financial, LLC; Start Date: 05/2024. Financial Planner/Coach & Owner; Thrive Financial, LLC; Start Date: 05/2024; Investment-Related; Full-time. Life Coach; Rise & Align, LLC; Start Date: 05/2024; Non-Investment Related; 0-10 hours per week; Duties and Responsibilities: General life and ADHD Coaching. Founder; The Chaos Collective, Inc.; Start Date: 05/2024; Non-Investment Related; 5-30 hours per month; Duties and Responsibilities: Connecting people to resources for personal development. Paraplanner; Clarity Financial; Start Date: 11/2021; Part-time employment; Investment-Related; 0-15 hours per week. Insurance Agent; Start Date: 07/2018; Non-Investment Related; Insurance lines of business: 3 (Life, Health, Annuities); 0-5 hours per week during trading hours. Bartender; 2Toms Brewing; Start Date: 11/2023; Part-time employment; Non-Investment Related; 0-10 hours per week. Mutual of Omaha Mortgage Lead Incentive Program; Non-Investment Related; Less than 1/hr per week; Submit qualified forward/reverse mortgage leads to Mutual of Omaha Mortgage when a customer indicates a potential need for these services.

Designations

• Certified Financial Planner

Other Names

• Kelsey Snyder
• Kelsey Fortenberry
• Kelsey Mashae Synder