Unclaimed Profile

Richard William Healey

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

SIE, Series 7, Series 24, Series 63Clean record26 years registeredMUTUAL OF OMAHA INVESTOR SERVICES, INC.

3300 MUTUAL OF OMAHA PLAZA, OMAHA, NE 68175-1020CRD# 2000584Firm CRD# 611

Profile Verification

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

Identity

Richard William Healey · OMAHA, NE

Registration

CRD #2000584 · MUTUAL OF OMAHA INVESTOR SERVICES, INC. · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MUTUAL OF OMAHA INVESTOR SERVICES, INC.

INVESCO

Nov 1999 – Sep 2003

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · November 17, 1999

Years registered · 26

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 Richard William Healey offer?

Richard William Healey specializes in Financial Planning, Investment Management.

What are Richard William Healey's credentials?

Richard William Healey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard William Healey located?

Richard William Healey is based in OMAHA, Nebraska, last registered with MUTUAL OF OMAHA INVESTOR SERVICES, INC..

How does Richard William Healey charge for services?

Richard William Healey'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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