Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
2 years
Location
Orange Grove, TX
Mutual Of Omaha Investor Services, Inc.
Multi-team
Jon Skoruppa is a financial advisor at Mutual of Omaha Investor Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. Outside of advisory work, he is also an insurance agent specializing in life, health, annuity, disability, critical illness, fixed annuity, and long-term care insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm leverages platform relationships with Envestnet and Pershing to deliver managed solutions and typically recommends MOIS-approved model portfolios and third-party managers.
Based on Mutual Of Omaha Investor Services, Inc.
Based on Mutual Of Omaha Investor Services, Inc.
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
Advisor may receive commissions on insurance and securities products sold separately as registered representatives or insurance agents; commissions vary by product
Financial Planning and Consulting: $100 to $500 per hour
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
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
Orange Grove, TX
Orange Grove TX
Advisors at this office
1
Texas
2 years of industry experience
Mutual of Omaha Investor Services
2024 - Present • 2 years
Corpus Christi, TX
Mutual of Omaha Insurance Company
2023 - Present • 3 years
Corpus Christi, TX
Music & Arts
2021 - 2023 • 2 years
Corpus Christi, TX
Wholly Cow Farm & Ranch
2021 - 2021 • 1 year
Robstown, TX
Unemployed
2020 - 2021 • 1 year
Robstown, TX
Landshark Fitness
2020 - 2020 • 1 year
Corpus Christi, TX
Unemployed
2019 - 2020 • 1 year
Robstown, TX
Mesquite ISD
2018 - 2019 • 1 year
Mesquite, TX
Unemployed
2018 - 2018 • 1 year
Robstown, TX
Cotton Patch Cafe
2017 - 2017 • 1 year
North Richland Hills, TX
Texas Christian University
2016 - 2018 • 2 years
Fort Worth, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 63
Robstown, TX
Rook Strategies Wealth Management, PLLC
Benny Ynfante is a financial advisor at Rook Strategies Wealth Management, PLLC with eight years of industry experience. He has previously worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Ynfante holds Series 65 and Series 63 licenses and is also an insurance agent for Mutual of Omaha, specializing in life, health, and fixed annuities. Rook Strategies Wealth Management provides portfolio management, financial planning, and consulting services to individuals and businesses, including high-net-worth clients. The firm manages approximately $5 million in client assets and employs a combination of quantitative and fundamental portfolio construction methods, with a distinctive emphasis on non-discretionary client arrangements and oversight of held-away retirement accounts through the Pontera platform.
Series 66, Series 63
Robstown, TX
Empower Advisory Group
Charles Vanaman is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at GWFS Equities, Inc. and Northwestern Mutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.
Series 63, Series 66
Robstown, TX
Raymond James Financial
Joshua Wilson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked at Edward Jones for 18 years before joining Raymond James in 2022. Outside of his advisory role, Wilson owns an agricultural business focused on beekeeping and small livestock farming. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers non-discretionary planning tailored to client goals and supports advisory programs through a large network of advisors and affiliated firms.
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