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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
WI RA APPROVED 2009-01-05
  • WI RA
    APPROVED
    Since 2009-01-05

Branch Locations

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/United Of Omaha Brookfield WI 07/1985 Present
Mutual Of Omaha Investor Services, Inc. Milwaukee WI 07/1985 Present
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-12-05
S63 Uniform Securities Agent State Law Examination 1985-12-07
  • S65 Uniform Investment Adviser Law Examination
    2006-12-05
  • S63 Uniform Securities Agent State Law Examination
    1985-12-07

View on SEC IAPD

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