About Mutual Of Omaha Investor Services, Inc.
Mutual of Omaha Investor Services, Inc. is a registered investment adviser (RIA) and broker-dealer regulated by FINRA and the SEC. Founded in 2002 and wholly owned by Mutual of Omaha Holdings, Inc., the firm serves clients across multiple states. While specific employee counts and AUM are not publicly disclosed, Mutual of Omaha Investor Services, Inc. operates with a commitment to fiduciary standards, particularly for certain retirement plan services as an ERISA 3(21)(A)(ii) fiduciary. They offer a range of financial services, though detailed information on specific investment advisory services like 3(38) or 3(16 plans) is not available in the provided search results. The firm is headquartered in Omaha, Nebraska, with additional branch offices in Bloomington, Minnesota, and Phoenix, Arizona, ensuring a broad reach for their client services. They are registered with the SEC and FINRA, indicating a robust regulatory framework for their operations.
Website: https://www.mutualofomaha.com/
Office Locations
- Omaha, NE (Headquarters)
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $24.4M