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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
NE RA APPROVED 2025-01-08
  • NE RA
    APPROVED
    Since 2025-01-08

Branch Locations

17117 Burt Street Suite 300, Omaha, NE 68118 • United States

600 Grant Street Ste 304, Denver, CO 80203 • 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
Brookside Labs New Bremen OH 04/2022 05/2023
Bank Midwest Spirit Lake IA 06/2022 08/2022
United Farmers Cooperative Red Oak IA 06/2021 08/2021
Mueller And Schoepf Drywall Columbus NE 08/2020 01/2021
Central Valley Agriculture Humphrey NE 03/2020 08/2020
Central Valley Agriculture Humphrey NE 06/2019 08/2019
Central Valley Agriculture Columbus NE 06/2018 08/2018
Undergrad Education - In School At Buena Vista University Storm Lake IA 08/2021 04/2022
Undergrad Education - In School At Buena Vista University Storm Lake IA 01/2021 06/2021
Undergrad Education - In School At Buena Vista University Storm Lake IA 08/2019 03/2020
Undergrad Education - In School At Buena Vista University Storm Lake IA 08/2018 06/2019
Mutual Of Omaha Insurance Company Omaha NE 05/2023 Present
Mutual Of Omaha Investor Services Omaha NE 10/2023 Present
Hibbett Sports Columbus NE 10/2017 12/2017
Full Time Student - Scotus Central Catholic High School Columbus NE 12/2017 06/2018
Full Time Student - Scotus Central Catholic Columbus NE 10/2012 10/2017
  • 04/2022 → 05/2023
    Brookside Labs
    New Bremen, OH
  • 06/2022 → 08/2022
    Bank Midwest
    Spirit Lake, IA
  • 06/2021 → 08/2021
    United Farmers Cooperative
    Red Oak, IA
  • 08/2020 → 01/2021
    Mueller And Schoepf Drywall
    Columbus, NE
  • 03/2020 → 08/2020
    Central Valley Agriculture
    Humphrey, NE
  • 06/2019 → 08/2019
    Central Valley Agriculture
    Humphrey, NE
  • 06/2018 → 08/2018
    Central Valley Agriculture
    Columbus, NE
  • 08/2021 → 04/2022
    Undergrad Education - In School At Buena Vista University
    Storm Lake, IA
  • 01/2021 → 06/2021
    Undergrad Education - In School At Buena Vista University
    Storm Lake, IA
  • 08/2019 → 03/2020
    Undergrad Education - In School At Buena Vista University
    Storm Lake, IA
  • 08/2018 → 06/2019
    Undergrad Education - In School At Buena Vista University
    Storm Lake, IA
  • 05/2023 → Present
    Mutual Of Omaha Insurance Company
    Omaha, NE
  • 10/2023 → Present
    Mutual Of Omaha Investor Services
    Omaha, NE
  • 10/2017 → 12/2017
    Hibbett Sports
    Columbus, NE
  • 12/2017 → 06/2018
    Full Time Student - Scotus Central Catholic High School
    Columbus, NE
  • 10/2012 → 10/2017
    Full Time Student - Scotus Central Catholic
    Columbus, NE
Other Businesses

Insurance Agent - Start Date 05/2023 - Non-Investment Related Insurance Lines of Business: Life Insurance, Health Insurance, Disability Insurance, Annuities Hours/Per Week During Trading Hours: 40 Hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-07
S63 Uniform Securities Agent State Law Examination 2024-06-25
  • S65 Uniform Investment Adviser Law Examination
    2025-01-07
  • S63 Uniform Securities Agent State Law Examination
    2024-06-25

View on SEC IAPD

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