CRD: 611
Mutual OF Omaha Investor Services, Inc.
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- Custodian
- Assetmark ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- GlacierRidge element +more
- Established Date
- 03-09-1970
- Office Locations
- 111
Office Locations
About Mutual OF Omaha Investor Services, Inc.
Mutual of Omaha Investor Services, Inc. provides objective, advisor-led financial planning for individuals, families, and business owners, spanning goal-based saving, retirement income planning, account selection, employee benefits, and estate/legacy and succession considerations. Investment solutions include mutual funds and ETFs with an emphasis on asset allocation and risk management. Distributors can reference its published Customer Relationship Summary and FINRA BrokerCheck listing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
EVAN RICHARD BEES
--
- CRD
- #4662845
- Ownership
- Less than 5%
BRIANA DAWN HUGHES
Chief Compliance Officer
- CRD
- #4268240
- Ownership
- Less than 5%
Eagle delta
Harbor catalyst pioneer
- CRD
- #92519
- Ownership
- 5.4%
Showing 2 of 3 owners & executives
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JOHN EUGENE ABNEY
Financial Advisor
- CRD
- #2534789
Archibold Nana Acheampong
--
- CRD
- #8199237
Vertex glacier
Optima ridge
- CRD
- #56571
Showing 2 of 427 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,035,685 | $222,470 |
| Non-Discretionary | $0 | -- |
| Total | $32,035,685 | $222,470 |
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Separately Managed Accounts
Total SMA Asset: $32,035,685
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $819,501,043 | 46.3% |
| Cash | $950,479,611 | 53.7% |
| Total | $1,769,980,654 | 100.0% |