Mutual Of Omaha Investor Services, Inc.

Mutual Of Omaha Investor Services, Inc. (CRD# 611) is a financial advisory firm headquartered in Omaha, NE. They serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Mutual Of Omaha Investor Services, Inc.
Showing 1 - 10 of 375 top financial advisors.
1
Sherif A. Shaban
CRD#: 5946686
460 Norristown Rd, Ste 310, Blue Bell, PA 19422
100
Wealthminder
score

Sherif Shaban (CRD# 5946686) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Blue Bell, PA and has over 4 years of experience in the finance industry.

2
Karl R. Sullivan
CRD#: 5841214
7200 W 132nd St, Ste 230, Overland Park, KS 66213
100
Wealthminder
score
Karl Sullivan (CRD# 5841214) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Overland Park, KS and has over 5 years of experience in the finance industry.
3
Brian Weyman
CRD#: 5497312
9000 Lincoln Drive East, Suite 300, Marlton, NJ 08053
100
Wealthminder
score

Brian Weyman (CRD# 5497312) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Marlton, NJ and has over 10 years of experience in the finance industry.

4
Derek M. Burry
CRD#: 5864943
11837 Miracle Hills Drive, Suite 200, Omaha, NE 68154
98
Wealthminder
score

Derek Burry (CRD# 5864943) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Omaha, NE and has over 7 years of experience in the finance industry.

5
Mark Dougherty
CRD#: 5716053
460 Norristown Rd, Ste 310, Blue Bell, PA 19422
98
Wealthminder
score

Mark Dougherty (CRD# 5716053) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Blue Bell, PA and has over 6 years of experience in the finance industry.

6
Robert C. Abbott
CRD#: 170
6400 Shafer Ct, Suite 175, Rosemont, IL 60018
96
Wealthminder
score

Robert Abbott (CRD# 170) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Rosemont, IL and has over 26 years of experience in the finance industry.

7
Stephen C. Baker
CRD#: 2817456
4201 Dominion Blvd, Ste 215, Glen Allen, VA 23060
96
Wealthminder
score

Stephen Baker (CRD# 2817456) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Glen Allen, VA and has over 21 years of experience in the finance industry.

8
Matthew J. Chrisman
CRD#: 5452261
Mutual Of Omaha Plaza, Omaha, NE 68175
96
Wealthminder
score

Matthew Chrisman (CRD# 5452261) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Omaha, NE and has over 8 years of experience in the finance industry.

9
Ferris A. Coleman
CRD#: 2937732
2000 Frontis Plaza Blvd, Suite 250, Winston Salem, NC 27103
96
Wealthminder
score

Ferris Coleman (CRD# 2937732) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Winston Salem, NC and has over 16 years of experience in the finance industry.

10
Stephen J. Collinelli
CRD#: 2016108
460 Norristown Rd, Ste 310, Blue Bell, PA 19422
96
Wealthminder
score

Stephen Collinelli (CRD# 2016108) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Blue Bell, PA and has over 24 years of experience in the finance industry.

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