David Pieper, financial advisor Caledonia MN

David Pieper

CRD Number: 4749576
Current Firm: Mutual Of Omaha Investor Services, Inc.

David Pieper (CRD# 4749576) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Caledonia, MN and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual/united Of Omaha La Crosse, WI Feb 2004 - Current 20
Farmland Mayville, MN Jun 1999 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2004
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for David P. Pieper
Phone Number: 402-351-3102
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    15
    MILLIONS
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $209,436
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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