Unclaimed Profile

Amy Joan Saar Owens

MUTUAL OF OMAHA INVESTOR SERVICES, INC.·OMAHA, Nebraska

SIE, Series 6, Series 7, Series 24, Series 26, Series 28, Series 51, Series 63, Series 65, Series 99TOClean record15 years registeredMUTUAL OF OMAHA INVESTOR SERVICES, INC.

MUTUAL OF OMAHA PLAZA, OMAHA, NE 68175-1020CRD# 1223854Firm CRD# 611

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy Joan Saar Owens · OMAHA, NE

Registration

CRD #1223854 · MUTUAL OF OMAHA INVESTOR SERVICES, INC. · 15 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Jun 2023 – present

CETERA ADVISORS LLC

Sep 2015 – present

CETERA FINANCIAL SPECIALISTS LLC

Sep 2015 – present

CETERA INVESTMENT SERVICES LLC

Sep 2015 – present

CETERA WEALTH SERVICES, LLC

Sep 2015 – present

CETERA ADVISOR NETWORKS LLC

Sep 2015 – Jun 2023

EL SEGUNDO, CA

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Dec 2010 – Mar 2015

OMAHA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 28

Series 51

Series 63

Series 65

Series 99TO

Registration record

First registered · December 10, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD 611 · SEC 801-61332

AUM

$15M

Regulatory assets under management

Employees

285

74 client accounts

Services offered by MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MUTUAL OF OMAHA INVESTOR SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Amy Joan Saar Owens offer?

Amy Joan Saar Owens specializes in Financial Planning, Investment Management. Contact their office in OMAHA, Nebraska for a consultation.

What are Amy Joan Saar Owens's credentials?

Amy Joan Saar Owens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy Joan Saar Owens located?

Amy Joan Saar Owens is based in OMAHA, Nebraska, working with MUTUAL OF OMAHA INVESTOR SERVICES, INC.. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does Amy Joan Saar Owens charge for services?

Amy Joan Saar Owens's firm is compensated through percentage of aum, hourly charges, subscription fees, other: promoter fees and third party money manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MUTUAL OF OMAHA INVESTOR SERVICES, INC.?

MUTUAL OF OMAHA INVESTOR SERVICES, INC. has approximately 285 employees and manages $15M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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