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Evan Richard Bees

MUTUAL OF OMAHA INVESTOR SERVICES, INC.·OMAHA, Nebraska
SIE, Series 27, Series 28, Series 99TOClean recordMUTUAL OF OMAHA INVESTOR SERVICES, INC.
3300 MUTUAL OF OMAHA PLAZA, OMAHA, NE 68175-1020CRD# 4662845Firm CRD# 611

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Evan Richard Bees · OMAHA, NE
Registration
CRD #4662845 · MUTUAL OF OMAHA INVESTOR SERVICES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 28
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

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

03

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 Evan Richard Bees offer?
Evan Richard Bees specializes in Financial Planning, Investment Management. Contact their office in OMAHA, Nebraska for a consultation.
What are Evan Richard Bees's credentials?
Evan Richard Bees is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Evan Richard Bees located?
Evan Richard Bees 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 Evan Richard Bees charge for services?
Evan Richard Bees'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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Other Advisors at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Lamar Stewart Jones
OMAHA, NE
Briana Dawn Hughes
OMAHA, NE
Adam D Proskovec
OMAHA, NE
Richard William Healey
OMAHA, NE
Amy Joan Saar Owens
OMAHA, NE
Thomas Ryan Oldham
OMAHA, NE

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Research
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