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 3 years of experience in the finance industry.

Similar Advisors
Kyle Acre, financial advisor Omaha NE
Kyle Acre
CRD# 6243132
Edward Jones
Similar Advisors
Michael Adams, financial advisor Omaha NE
Michael R. Adams
CRD# 3017989
Ubs Financial Services Inc.
Similar Advisors
Steve Adams, financial advisor Omaha NE
Steve M. Adams
CRD# 5297231
Charles Schwab & Company, Inc.
Company Name Location Dates Years
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
Contact Info for Calen B. Griffin
Phone Number: 402-351-3102
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $370,631
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, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.