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Current Employers
Mutual Of Omaha Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-07-10
  • IL RA
    APPROVED
    Since 2026-07-10

Branch Locations

1 Mid America Plaza Suite 222, Oakbrook Terrace, IL 60181 • United States

N16W23217 Stone Ridge Drive Ste 120, Waukesha, WI 53188 • 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
Mutual Of Omaha Investor Services Oakbrook Terrace IL 01/2025 Present
Mutual Of Omaha Insurance Company Oakbrook Terrace IL 06/2024 Present
Epic Valet Pheonix AZ 08/2021 05/2024
We-Ko-Pa Golf Resort Fountain Hills AZ 08/2020 08/2021
Rockford Country Club Rockford IL 01/2015 06/2020
  • 01/2025 → Present
    Mutual Of Omaha Investor Services
    Oakbrook Terrace, IL
  • 06/2024 → Present
    Mutual Of Omaha Insurance Company
    Oakbrook Terrace, IL
  • 08/2021 → 05/2024
    Epic Valet
    Pheonix, AZ
  • 08/2020 → 08/2021
    We-Ko-Pa Golf Resort
    Fountain Hills, AZ
  • 01/2015 → 06/2020
    Rockford Country Club
    Rockford, IL
Other Businesses

Insurance Agent - Start Date: 06/2024 - Non-investment Related - Insurance lines of business: Life, Health, Annuities - Hours/per week during trading hours: 40 DBA - Tilmon Financial LLC; Start Date: 07/29/2026

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-10
S63 Uniform Securities Agent State Law Examination 2025-04-04
  • S65 Uniform Investment Adviser Law Examination
    2026-07-10
  • S63 Uniform Securities Agent State Law Examination
    2025-04-04

View on SEC IAPD

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