Brandon Uttich, financial advisor Concord CA
90 score

Brandon Uttich

CRD Number: 6034562
Current Firm: Mutual Of Omaha Investor Services, Inc.

Brandon Uttich (CRD# 6034562) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Concord, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Of Omaha Investor Services, Inc. Omaha, NE Mar 2012 - Current 5
Mutual Of Omaha Fresno, CA Oct 2011 - Current 6
Unemployed Clovis, CA Feb 2011 - Sep 2011 < 1
Pyramid Consulting Clovis, CA Mar 2010 - Feb 2011 < 1
Unemployed Clovis, CA Nov 2009 - Mar 2010 < 1
Accenture Clovis, CA Aug 1998 - Nov 2009 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Brandon D. Uttich
Phone Number: 402-351-5770
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • 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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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