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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-07-03 |
Branch Locations
N16W23217 Stone Ridge Drive Ste 120, Waukesha, WI 53188 • United States
1700 West 82Nd Street Suite 160, Bloomington, MN 55431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance | Eagan | MN | 07/2024 | 05/2025 |
| Allianz Life | Golden Valley | MN | 01/2019 | 06/2024 |
| Progressive Lending Solutions | Roseville | MN | 07/2015 | 05/2025 |
| Farmers Financial Solutions | Saint Paul | MN | 11/2024 | 05/2025 |
| Mutual Of Omaha Investor Services | Bloomington | MN | 05/2025 | Present |
| Mutual Of Omaha Insurance Company | Bloomington | MN | 05/2025 | Present |
Insurance Agent - Start Date: 05/2025 - Non-investment Related - Insurance lines of business: Life, Health, Annuities, Disability - Hours/per week during trading hours: 40
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-23 |
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