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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-12-13 |
Branch Locations
N16W23217 Stone Ridge Drive Ste 120, Waukesha, WI 53188 • United States
Fort Wayne, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens National Bank | Somerset | KY | 05/2016 | 06/2020 |
| Cracker Barrel | Somerset | KY | 09/2010 | 05/2016 |
| Liberty Tax | Richmond | KY | 01/2016 | 04/2017 |
| Mutual Of Omaha Insurance Company | Fort Wayne | IN | 06/2020 | Present |
| Mutual Of Omaha Investor Services | Fort Wayne | IN | 10/2020 | Present |
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.
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