Dale Hemmelgarn (CRD# 841163) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Ocala, FL and has over 24 years of experience in the finance industry.
CRD# 2882852
Pnc Investments
CRD# 6436659
J.p. Morgan Securities LLC
CRD# 5926598
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual/united Of Omaha Insurance Company | Tampa, FL | Jan 1999 - Current | 25 |
| Mutual Of Omaha Investor Services, Inc. | Tampa, FL | Nov 1997 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2000 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2013 |
- FL
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Total Assets Under Management15MILLIONS
-
Total Number of Accounts74ACCOUNTS
-
Average Account Value$209,436
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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