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Dana T
Series 63, Series 65
Lincoln, NE
Mutual Of Omaha Investor Services, Inc.
Dana Troske is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 registrations and over 40 years of industry experience. He has been with Mutual of Omaha Investor Services and its predecessor Mutual/United of Omaha since 1984. Outside of advisory work, he serves as vice president of HILEAF LLC, an industrial site and warehouse business based in Lincoln, NE. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm operates on a platform relationship with Envestnet and uses Pershing as custodian, delivering managed solutions through approved model portfolios and third-party managers.
Dylan M
Series 65, Series 63
Lincoln, NE
Mutual Of Omaha Investor Services, Inc.
Dylan Mac Kichan is a financial advisor at Mutual of Omaha Investor Services, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Union Bank and Trust as well as SCHEELS Allsports. In addition to his advisory role, he is also a licensed insurance agent handling life, health, disability, and property and casualty insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and Pershing, with advisors often acting as client contacts and conduits to third-party managers.
Benjamin L
Series 63, Series 65
Lincoln, NE
Mutual Of Omaha Investor Services, Inc.
Benjamin Lucks is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and six years at the firm. He has a total of five years of industry experience, including prior roles at Dodge Partners Insurance and Vinnie Krikac State Farm Agency. In addition to his advisory work, he is an insurance agent specializing in life, health, annuities, and property and casualty lines. Mutual of Omaha Investor Services, Inc. provides financial planning and advisory services to individuals, corporations, and qualified retirement plans. The firm offers managed account programs and retirement plan consulting, delivering solutions primarily through Envestnet’s platform and working alongside broker-dealer and insurance operations within the Mutual of Omaha group.
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