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Building 2MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Map pinOMAHA, NE
Phone402-351-3102
NotebookSEC #801-61332
Total AUM
$32M
Employees
285
Clients
7,026

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3300 MUTUAL OF OMAHA PLAZA
OMAHA
NE 68175-1020
United States
Operating Hours
8:00 - 4:30 CST/CDT
Monday - Friday
Phone
402-351-3102
Other Offices
91

ReceiptFinancials

Total AUM
$32M
Accounts
144
Discretionary
$32M
Accounts
144
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
5,285
AUM
$8.5M
HNW Individual Clients
1,595
AUM
$23.6M
Pension/Profit Sharing Plan Clients
35
AUM
$0
Charitable Organization Clients
10
AUM
$0
Government Entity Clients
1
AUM
$0
Corporation or Business Clients
100
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PROMOTER FEES AND THIRD PARTY MONEY MANAGER FEES

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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