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Adam P

Series 63, Series 65

Omaha, NE

Mutual Of Omaha Investor Services, Inc.

Adam Proskovec is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 65 designations and having 20 years of industry experience. He has been with Mutual of Omaha since 2013. Outside of his advisory role, he has owned and managed a sports collectibles business. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and Pershing, offering various managed solutions and third-party money manager relationships.

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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Chad M

Series 63, Series 65

Omaha, NE

Mutual Of Omaha Investor Services, Inc.

Chad Mihm is a financial advisor with Mutual Of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Mutual Of Omaha since 2009. In addition to his advisory role, he is involved in insurance sales focusing on life, health, and annuities. 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 delivers managed solutions primarily through Envestnet’s platform and works alongside broker-dealer and insurance distribution businesses within the Mutual Of Omaha group.

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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