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Kenneth H
Series 63, Series 65
Overland Park, KS
Mutual of Omaha Investor Services, Inc.
Kenneth Haughney is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Mutual of Omaha Investor Services since 2012 and with Mutual of Omaha since 2011. Outside of his advisory role, he is appointed with Blue Cross/Blue Shield of Kansas City and Genworth to offer major medical, dental, and term life insurance options. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm delivers financial planning, third-party money manager programs, and managed account services primarily through its network of Investment Advisor Representatives who utilize approved model portfolios and discretionary strategies.
Blake L
Series 65, Series 63
Overland Park, KS
Mutual of Omaha Investor Services, Inc.
Blake Lopez Bierwirth is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having five years of industry experience. Prior to his advisory role, he worked at Mutual of Omaha Insurance Company and had a brief involvement with Coach Automotive LLC. He serves as co-chair of the young professionals committee at the Leawood Chamber of Commerce, where he helps plan events and local volunteer opportunities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through platform relationships with Envestnet and Pershing. The firm supports both discretionary and non-discretionary account management and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.
John Y
Series 63, Series 65
Overland Park, KS
Mutual of Omaha Investor Services, Inc.
John Yates is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Mutual/United of Omaha since 2002. Outside of his advisory role, Yates serves on the Village Cooperative of Overland Park Property and Safety Committees, which oversee property maintenance and safety planning for the cooperative. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account solutions, operating primarily through its network of Investment Advisor Representatives who utilize approved model portfolios and managers.
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