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 $15,498,267 in 74 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • 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
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, VI, VT, WA, WI, WV, WY

Financial Advisors at Mutual Of Omaha Investor Services, Inc.
Showing 1 - 10 of 257 top financial advisors.
1
Robert C. Abbott
CRD#: 170
N16w23217 Stone Ridge Drive, Ste 120, Waukesha, WI 53188

Robert Abbott (CRD# 170) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Waukesha, WI and has over 32 years of experience in the finance industry.

2
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 32 years of experience in the finance industry.

3
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 23 years of experience in the finance industry.

4
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 29 years of experience in the finance industry.

5
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 26 years of experience in the finance industry.

6
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 25 years of experience in the finance industry.

7
Warren H. Baba
CRD#: 2831545
1600 Kapiolani Blvd Ste 1312, Honolulu, HI 96814

Warren Baba (CRD# 2831545) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Honolulu, HI and has over 27 years of experience in the finance industry.

8
Stephen C. Baker
CRD#: 2817456
Winchester, VA

Stephen Baker (CRD# 2817456) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Winchester, VA and has over 27 years of experience in the finance industry.

9
Brooke E. Barnes
CRD#: 4557566
2491 Alluvial Ave., Ste. #100, Clovis, CA 93611

Brooke Barnes (CRD# 4557566) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Clovis, CA and has over 20 years of experience in the finance industry.

10
Brent A. Batman
CRD#: 5371876
Mutual Of Omaha Plaza, Omaha, NE 68175

Brent Batman (CRD# 5371876) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Omaha, NE and has over 14 years of experience in the finance industry.

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