MUTUAL OF OMAHA INVESTOR SERVICES, INC.

OMAHA, Nebraska·8 registered advisors·CRD# 611
SEC# 801-6133291402-351-3102
01

Firm Overview

AUM
$15M
Regulatory assets under management
Employees
285
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PROMOTER FEES AND THIRD PARTY MONEY MANAGER FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

8 registered advisors
Adam D Proskovec
OMAHA, Nebraska
Amy Joan Saar Owens
OMAHA, Nebraska
Briana Dawn Hughes
OMAHA, Nebraska
Evan Richard Bees
OMAHA, Nebraska
Lamar Stewart Jones
OMAHA, Nebraska
Michael Anthony Larkin
OMAHA, Nebraska
Richard William Healey
OMAHA, Nebraska
Thomas Ryan Oldham
OMAHA, Nebraska
05

Office Locations

OMAHA, Nebraska
8 advisors

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Data sourced from SEC Form ADV filings. MUTUAL OF OMAHA INVESTOR SERVICES, INC. (CRD# 611) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.