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George L Mcdow

Advisor at Mutual Of Omaha Investor Services, Inc. — Lancaster, SC

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

18 years

Location

Lancaster, SC 29720

Mutual Of Omaha Investor Services, Inc. logo

Mutual Of Omaha Investor Services, Inc.

Multi-team

Total advisors

271

Across 112 offices

Clients per advisor

25 Very Low

Avg AUM per client

$4,656 Very Low

HNW client ratio

23% Typical

About

George Mcdow is a CFP® with 18 years of industry experience, currently serving with Mutual Of Omaha Investor Services, Inc. since 2013. He is also the owner of The McDow Group, LLC, an insurance agency offering life, health, annuities, dental, property and casualty, disability, and Medicare supplement lines. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs, third-party money manager relationships, and financial planning. The firm operates using a platform relationship with Envestnet and offers a range of model portfolios and retirement plan consulting services.

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

See office

Lancaster, SC

115 West Arch Street, Suite 101

Lancaster SC 29720

Advisors at this office

1

Most active in

South Carolina

Work history

18 years of industry experience

Mutual Of Omaha Investor Servies

2013 - Present • 13 years

Lancaster, SC

PRUCO Securities, LLC.

2012 - 2013 • 1 year

SC

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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Regina R

Series 63

Lancaster, SC

Bison Wealth Management, LLC

Regina Ryan is a financial advisor at Bison Wealth Management, LLC with 12 years of industry experience. She holds a Series 63 designation and previously worked at Summit Capital Inc for 12 years before joining Bison Wealth Management in 2026. Bison Wealth Management provides discretionary wealth management and comprehensive financial planning to individual and high net worth clients. The firm’s investment approach is primarily long-term focused, with portfolio construction based on ETFs, individual equities, bonds, and low-cost mutual funds, supplemented by fundamental, technical, and quantitative analysis.

Wealth management General retirement planning Cash flow / budgeting
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Kevin K

Series 63, Series 65

Catawba, SC

Delta Investment Management, LLC

Kevin Keller is a financial advisor with Delta Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Carolina Piedmont Investments, Retirement Wealth Advisors, and Ohio National Financial Services. Outside of advising, he is involved in managing a timber farm and supports marketing and business management for a real estate firm. Delta Investment Management provides discretionary investment management and consulting to individuals, institutions, trusts, and pension plans, also serving as a subadvisor to other firms. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning with asset management.

Passive / index investing Active portfolio management Tax-loss harvesting Private / alternative investments
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Charles M

CFA®, Series 63, Series 66

Lancaster, SC

MissionSquare Retirement

Charles Mansfield is a CFA® charterholder with 24 years of industry experience. He is currently a financial advisor at MissionSquare Retirement, where he has worked since 2018, and previously worked at LPL Financial LLC from 2016 to 2018. Outside of his advisory role, Mansfield serves as a Higher Education Academic Specialist at Wake Forest University, instructing courses in Quantitative Methods, Macroeconomics, Managerial Economics, and Finance. He also participates as an actor in interactive dinner theater shows. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management, employing asset-class allocation models and a total wealth approach tailored to client information.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
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Scott V

Series 63, Series 65

Lancaster, SC

Chelsea Advisory Services, Inc.

Scott Vanderlinden is a financial advisor with Chelsea Advisory Services, Inc. in Lancaster, SC, holding Series 63 and Series 65 designations and 23 years of industry experience. He previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. Vanderlinden also operates a sole proprietorship, Veritus Financial Strategies, where he markets investment, insurance, and financial planning services. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate clients. The firm emphasizes a fundamental, long-term investment approach, managing diversified portfolios with an option for discretionary account management and allowing client-imposed investment restrictions.

Wealth management
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Garry P

Series 65

Lancaster, SC

Foundations Investment Advisors LLC

Garry Pakozdy is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and 14 years of industry experience. He has worked at Foundations Investment Advisors since 2018 and has been involved with Chadmere Capital since 2012, where he serves as an insurance and annuities agent. Additionally, he manages Coastal Real Estate SC, LLC, overseeing property management operations. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and retirement plans, utilizing a mix of fundamental, technical, and cyclical analysis alongside model portfolios and third-party sub-advisers.

ESG / Sustainable investing
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Quinton H

Series 65, Series 63

Lancaster, SC

First Citizens Investor Services, Inc.

Quinton Huntley is a financial advisor with First Citizens Investor Services, Inc. in Lancaster, SC. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining First Citizens, he worked at Good News Lawn Care and Vulcan Property Group, and he attended the University of South Carolina Lancaster. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a client-centered process incorporating fundamental, quantitative, and technical analysis to manage portfolios including equities, fixed income, mutual funds, and ETFs.

Tax-loss harvesting Annuities Income planning Equity compensation tax strategy
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