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Amy Joan Saar Owens

MUTUAL OF OMAHA INVESTOR SERVICES, INC.·OMAHA, Nebraska
Unclaimed Profile
MUTUAL OF OMAHA PLAZA, OMAHA, NE 68175-1020CRD# 1223854Firm CRD# 611
01

About

Amy Joan Saar Owens is a registered financial advisor based in OMAHA, Nebraska, affiliated with MUTUAL OF OMAHA INVESTOR SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
AUM
$15M
Regulatory assets under management
Employees
285
Total firm employees
View all advisors at MUTUAL OF OMAHA INVESTOR SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PROMOTER FEES AND THIRD PARTY MONEY MANAGER FEES
Regulatory
SEC/IARD CRD# 1223854
Firm CRD# 611
4 disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Nebraska
LINCOLN (130)NORTH PLATTE (20)LA VISTA (19)LAVISTA (14)GRAND ISLAND (10)
City Guides
LINCOLN GuideNORTH PLATTE GuideLA VISTA GuideLAVISTA GuideGRAND ISLAND Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
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