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Craig Reiser

Advisor at Mutual of Omaha Investor Services, Inc.

Updated today

Location

O'neill, NE 68763

Credentials

Series 63, Series 65

Industry experience

18 years

About

Craig Reiser is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 credentials and has 18 years of industry experience. He has been with United/Mutual of Omaha since 2006 and also operates Reiser Insurance, providing property and casualty, life, long-term care, disability, critical illness, and Medicare supplement insurance products. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm utilizes a network of Investment Advisor Representatives who recommend model portfolios or third-party managers and provide ongoing financial planning and retirement consulting.

Client services

Based on Mutual of Omaha Investor Services, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Mutual of Omaha Investor Services, Inc.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Based on Mutual of Omaha Investor Services, Inc.

Founder/Business Owner

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Fee options

Fixed

Financial Planning Fixed Fees: Minimum generally $500 up to $25,000; Financial Consulting Fixed Fees: $100 minimum, generally not exceeding $5,000; Financial Plan Reviews: $250 to $5,000

Commissions

Advisor may receive commissions on insurance and securities products sold separately as registered representatives or insurance agents; commissions vary by product

Project-based

Financial Planning and Consulting: $100 to $500 per hour

Subscriptions

Ongoing Financial Planning Support fees: $25 to $300 per month or $75 to $900 per quarter (individuals); $25 to $2,000 per month or $75 to $6,000 per quarter (businesses); Retirement Plan Consulting Services fees: $25 to $2,000 per month or $75 to $6,000 per quarter

Other

Fee-only: Financial Planning: $100 to $500 per hour; Financial Consulting: $100 to $500 per hour; Ongoing Financial Planning Support: $25 to $300 per month or $75 to $900 per quarter (individuals), $25 to $2,000 per month or $75 to $6,000 per quarter (businesses); Retirement Plan Consulting Services: $25 to $2,000 per month or $75 to $6,000 per quarter; Financial Plan Reviews: $250 to $5,000; Financial Consulting Fixed Fees: $100 to $5,000

Location

217 S 4 Th St

O'neill, NE 68763

Most active in

Nebraska

Work history

United/Mutual of Omaha

2006 - Present (20 years)

Reiser Insurance

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Adam O

CFP®, Series 63, Series 65

O'neill, NE

Mutual of Omaha Investor Services, Inc.

Adam Olson is a CFP® professional with 14 years of industry experience, currently serving at Mutual of Omaha Investor Services, Inc. since 2011. He is a one-third partner and managing partner at Reiser Insurance Group, a property and casualty agency in O'Neill, NE, where he works as a sales agent. Olson also serves on the boards of Oasis Counseling International and Faith Regional Health Services and is the author of two books on personal financial planning. Additionally, he teaches financial literacy and retirement planning seminars. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers various financial planning and managed account programs through a network of advisors who utilize approved third-party managers and model portfolios.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Michael H

Series 63, Series 66

O'neill, NE

Thrivent Investment Management

Michael Hedlund is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Thrivent since 2017 and previously held positions at Concordia University and Ickes Farms. Hedlund serves as a board member of the O'Neill Nebraska Chamber of Commerce, contributing to community events and decisions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering goal-based analyses and planning on a range of financial topics. The firm separates planning services from portfolio management and typically conducts annual reviews of recommendations.

Business ownership considerations

Adam C

Series 63, Series 66

O'neill, NE

Edward Jones

Adam Cadwell is a financial advisor at Edward Jones with 19 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive Intergenerational Families
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Randall H

Series 66

O Neill, NE

Edward Jones

Randall Hupp is a financial advisor with Edward Jones in O Neill, Nebraska, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is involved in commercial real estate through ownership and management positions in several companies in Nebraska. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and fiduciary advisory services. The firm has a large nationwide presence, supporting over 23,700 financial advisors and managing approximately $1.01 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Aaron L

Series 66

O'neill, NE

Thrivent Investment Management

Aaron Losing is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked in education at several schools including Oneill Public Schools and Crofton Community Schools. Outside of advising, he is president of Gold Medal Ventures LLC, overseeing office building rental operations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on goal-based planning across a range of financial topics, offering these services separately from managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations

Julie R

CFP®, Series 63, Series 65

O Neill, NE

Edward Jones

Julie Regan is a CFP®-credentialed financial advisor with 33 years of industry experience, currently with Edward Jones since 2019. She previously worked at Pinnacle Wealth Management and Linsco/Private Ledger Corp for 14 years each. Outside of financial advising, she co-owns a cattle ranch with her husband in O'Neill, Nebraska. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary advisory programs supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Self-Employed
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