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Charles J

Series 63, Series 65

New Bethlehem, PA

Mutual Of Omaha Investor Services, Inc.

Charles Johnson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Mutual of Omaha and its affiliated investor services firm since 2008. In addition to his advisory role, Johnson is also an insurance agent specializing in life and fixed annuities, accident and health, property and casualty insurance lines. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes third-party money managers and platform relationships to deliver tailored investment solutions.

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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