Brent Batman (CRD# 5371876) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Omaha, NE and has over 14 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Of Omaha Investor Services | Omaha, NE | Aug 2021 - Current | 2 |
| Mutual Of Omaha Investor Services | Omaha, NE | May 2016 - Aug 2021 | 5 |
| Catch-a-lobster LLC | Omaha, NE | Aug 2011 - May 2017 | 5 |
| Mutual Of Omaha Investor Services | Omaha, NE | Dec 2014 - May 2016 | 1 |
| Mutual Of Omaha Investor Services | Omaha, NE | Jun 2014 - Dec 2014 | < 1 |
| Securities America Advisors, Inc. | La Vista, NE | Apr 2010 - Jun 2014 | 4 |
| Securities America Inc. | La Vista, NE | Jun 2007 - Jun 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2010 |
- NE
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Total Assets Under Management15MILLIONS
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Total Number of Accounts74ACCOUNTS
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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)
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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