Calen Griffin, financial advisor Omaha NE

Calen Griffin

CRD Number: 7118667
Current Firm: Mutual Of Omaha Investor Services, Inc.

Calen Griffin (CRD# 7118667) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Omaha, NE and has over 4 years of experience in the finance industry.

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Principal Advised Services
Company Name Location Dates Years
Mutual Of Omaha Investor Services Omaha, NE May 2019 - Current 4
Mutual Of Omaha Insurance Company Omaha, NE May 2019 - Current 4
Jet Splash Car Wash Lincoln, NE May 2018 - May 2019 1
University Of Nebraska-lincoln Lincoln, NE Nov 2017 - May 2018 < 1
Hudl Lincoln, NE May 2017 - Nov 2017 < 1
University Of Nebraska-lincoln Lincoln, NE Sep 2016 - May 2017 < 1
Pinnacle Bank Lincoln, NE Sep 2015 - Sep 2016 1
University Of Nebraska-lincoln Housing Authority Lincoln, NE Aug 2015 - Sep 2015 < 1
Luhrs Certified Seed Imperial, NE May 2015 - Aug 2015 < 1
University Of Nebraska-lincoln Housing Authority Lincoln, NE Nov 2014 - May 2015 < 1
University Of Nebraska-lincoln Lincoln, NE Aug 2014 - Nov 2014 < 1
Luhrs Certified Seed Imperial, NE May 2014 - Aug 2014 < 1
Imperial Super Foods Imperial, NE Jan 2010 - May 2014 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2019
S63 Uniform Securities State Law Examination Dec 2019
Contact Info for Calen B. Griffin
Phone Number: 402-351-3102
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    14
    MILLIONS
  • Total Number of Accounts
    92
    ACCOUNTS
  • Average Account Value
    $155,166
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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