Dana Troske, financial advisor Lincoln NE

Dana Troske

CRD Number: 1444924
Current Firm: Mutual Of Omaha Investor Services, Inc.

Dana Troske (CRD# 1444924) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Lincoln, NE and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Of Omaha Investor Services, Inc. Omaha, NE Aug 1984 - Current 39
Mutual/united Of Omaha Lincoln, NE Jul 1984 - Current 39
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1996
S65 NASAA Investment Advisors Law Examination Dec 2005
Contact Info for Dana F. Troske
Phone Number: 402-351-3102
Registered State(s):
  • NE
  • SD
By the Numbers
  • Total Assets Under Management
    15
    MILLIONS
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $209,436
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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