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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2009-01-05 |
Branch Locations
N16W23217 Stone Ridge Drive Ste 120, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual/United Of Omaha | Brookfield | WI | 07/1985 | Present |
| Mutual Of Omaha Investor Services, Inc. | Milwaukee | WI | 07/1985 | Present |
INSURANCE AGENT; START DATE: 1985; NON-INVESTMENT RELATED; LINES: LIFE, HEALTH, ANNUITIES, MEDICARE SUPPLEMENTS; APPROXIMATELY 40 HOURS PER WEEK DURING TRADING HOURS. JAY VAN BEUSEKOM FINANCIAL ADVISOR, LLC; START DATE 01/2008; BCH VIA MOMCO PETERSEN INTERNATIONAL: DISABILITY INS SALES. DOMAIN NAMES: WWW.WHY-JAY.COM; WWW.JVBFINANCIAL.NET Mutual of Omaha Mortgage Lead Incentive Program; not 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1985-12-07 |
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