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.
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 | 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 |
- NE
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Total Assets Under Management14MILLIONS
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Total Number of Accounts92ACCOUNTS
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Average Account Value$155,166
- 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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