Calen GriffinCRD 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 3 years of experience in the finance industry.
Ubs Financial Services Inc.
Charles Schwab & Company, Inc.
|Mutual Of Omaha Investor Services||Omaha, NE||May 2019 - Current||3|
|Mutual Of Omaha Insurance Company||Omaha, NE||May 2019 - Current||3|
|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|
Total Assets Under Management10MILLIONS
Total Number of Accounts27ACCOUNTS
Average Account Value$370,631
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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, VT, WA, WI, WV, WY
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