Unclaimed Profile

Thomas Ryan Oldham

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

SIE, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 66Clean record18 years registeredMUTUAL OF OMAHA INVESTOR SERVICES, INC.

3300 MUTUAL OF OMAHA PLAZA, OMAHA, NE 68175-1020CRD# 4469948Firm CRD# 611

Profile Verification

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

Identity

Thomas Ryan Oldham · OMAHA, NE

Registration

CRD #4469948 · MUTUAL OF OMAHA INVESTOR SERVICES, INC. · 18 years registered

Brand Profile

Not yet started

Career History

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Dec 2012 – present

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Nov 2012 – present

SECURITIES AMERICA ADVISORS, INC.

Dec 2009 – Jun 2010

IRVINE, CA

CROWN WEALTH MANAGEMENT, INC.

Apr 2009 – Dec 2009

HUNTINGTON BEACH, CA

SECURITIES AMERICA ADVISORS, INC.

Jun 2008 – Dec 2008

LAVISTA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 66

Registration record

First registered · June 20, 2008

Years registered · 18

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 Thomas Ryan Oldham offer?

Thomas Ryan Oldham specializes in Financial Planning, Investment Management. Contact their office in OMAHA, Nebraska for a consultation.

What are Thomas Ryan Oldham's credentials?

Thomas Ryan Oldham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Ryan Oldham located?

Thomas Ryan Oldham 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 Thomas Ryan Oldham charge for services?

Thomas Ryan Oldham'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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