Kirt Cochran (CRD# 4143599) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Waukesha, WI and has over 23 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Mutual Of Omaha Invester Services, Inc. | Waukesha, WI | Aug 2021 - Current | 2 |
Mutual Of Omaha Invester Services, Inc. | Omaha, NE | Dec 2016 - Aug 2021 | 4 |
Country Financial | Jefferson City, MO | Jul 2014 - Nov 2016 | 2 |
Missouri Farm Bureau | Jefferson City, MO | Aug 1997 - Jun 2014 | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2000 |
S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- NE
- WI
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Total Assets Under Management15MILLIONS
-
Total Number of Accounts74ACCOUNTS
-
Average Account Value$209,436
- 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)
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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