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 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • 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

Financial Advisors at Mutual Of Omaha Investor Services, Inc.
Showing 1 - 10 of 270 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 8 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 5 years of experience in the finance industry.

5
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 22 years of experience in the finance industry.

6
Joseph P. Genarella
CRD#: 1342586
6400 Shafer Ct, Suite 175, Rosemont, IL 60018
96
Wealthminder
score

Joseph Genarella (CRD# 1342586) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Rosemont, IL and has over 25 years of experience in the finance industry.

7
Brian R. Harrison
CRD#: 3227937
30 Braintree Hill Office Park, Ste 106, Braintree, MA 02184
96
Wealthminder
score

Brian Harrison (CRD# 3227937) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Braintree, MA and has over 17 years of experience in the finance industry. Brian Harrison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Carson J. Hemmann
CRD#: 6215754
570 Fallbrook Blvd, Suite 101, Lincoln, NE 68521
96
Wealthminder
score
Carson Hemmann (CRD# 6215754) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Lincoln, NE and has over 2 years of experience in the finance industry.
9
Martin V. Higgins
CRD#: 835036
460 Norristown Rd, Ste 310, Blue Bell, PA 19422
96
Wealthminder
score

Martin Higgins (CRD# 835036) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Blue Bell, PA and has over 19 years of experience in the finance industry. Martin Higgins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Thomas R. Oldham
CRD#: 4469948
Mutual Of Omaha Plaza, Omaha, NE 68175
96
Wealthminder
score

Thomas Oldham (CRD# 4469948) 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.

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