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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
MN RA APPROVED 2025-07-03
  • MN RA
    APPROVED
    Since 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

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
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
  • 07/2024 → 05/2025
    Farmers Insurance
    Eagan, MN
  • 01/2019 → 06/2024
    Allianz Life
    Golden Valley, MN
  • 07/2015 → 05/2025
    Progressive Lending Solutions
    Roseville, MN
  • 11/2024 → 05/2025
    Farmers Financial Solutions
    Saint Paul, MN
  • 05/2025 → Present
    Mutual Of Omaha Investor Services
    Bloomington, MN
  • 05/2025 → Present
    Mutual Of Omaha Insurance Company
    Bloomington, MN
Other Businesses

Insurance Agent - Start Date: 05/2025 - Non-investment Related - Insurance lines of business: Life, Health, Annuities, Disability - Hours/per week during trading hours: 40

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-03
S63 Uniform Securities Agent State Law Examination 2024-11-23
  • S65 Uniform Investment Adviser Law Examination
    2025-07-03
  • S63 Uniform Securities Agent State Law Examination
    2024-11-23

View on SEC IAPD

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