Mutual Of Omaha Investor Services, Inc.

Mutual Of Omaha Investor Services, Inc. (CRD# 611) is a financial advisory firm headquartered in Omaha, NE. They manage $10,007,041 in 27 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • 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
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 311 top financial advisors.
1
Robert C. Abbott
CRD#: 170
6400 Shafer Ct, Suite 175, Rosemont, IL 60018

Robert Abbott (CRD# 170) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Rosemont, IL and has over 30 years of experience in the finance industry.

2
Samir E. Abdullah
CRD#: 5654300
1801 S. 2nd Street, Ste 540, Mcallen, TX 78503

Samir Abdullah (CRD# 5654300) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Mcallen, TX and has over 10 years of experience in the finance industry.

3
John E. Abney
CRD#: 2534789
4305 N Garfield, Ste 207, Midland, TX 79705

John Abney (CRD# 2534789) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Midland, TX and has over 28 years of experience in the finance industry.

4
Ronald P. Alley
CRD#: 2238939
4005 Electric Rd, 3 Floor, Roanoke, VA 24018

Ronald Alley (CRD# 2238939) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Roanoke, VA and has over 30 years of experience in the finance industry.

5
Stephen E. Alloy
CRD#: 1334901
Mutual Of Omaha Plaza, Omaha, NE 68175

Stephen Alloy (CRD# 1334901) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Omaha, NE and has over 21 years of experience in the finance industry.

6
Steven D. Anderson
CRD#: 2496837
122 W John Carpenter Freeway, Suite 100, Irving, TX 75039

Steven Anderson (CRD# 2496837) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Irving, TX and has over 28 years of experience in the finance industry.

7
Albert Armendariz
CRD#: 2970779
Mutual Of Omaha Plaza, Omaha, NE 68175

Albert Armendariz (CRD# 2970779) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Omaha, NE and has over 24 years of experience in the finance industry.

8
James W. Armstrong
CRD#: 1086042
Mutual Of Omaha Plaza, Omaha, NE 68175

James Armstrong (CRD# 1086042) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Omaha, NE and has over 22 years of experience in the finance industry.

9
Bruce W. Arnold
CRD#: 3095373
106 Crofton Place, Suite 5 - B, Palmyra, VA 22963

Bruce Arnold (CRD# 3095373) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Palmyra, VA and has over 24 years of experience in the finance industry.

10
Charles C. Avatar
CRD#: 1028024
9000 Lincoln Drive East, Suite 300, Marlton, NJ 08053

Charles Avatar (CRD# 1028024) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Marlton, NJ and has over 25 years of experience in the finance industry.

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