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James K

Series 65, Series 63

Pueblo, CO

Mutual of Omaha Investor Services, Inc.

James Kearse is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He has been with Mutual of Omaha since 2014. Outside of his advisory role, Kearse serves as a director for the nonprofit Eternally Faithful Stewards and is the sole owner of Kearse Financial, LLC, which markets insurance and related services. 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 operates in coordination with other Mutual of Omaha businesses and utilizes platform relationships with Envestnet and Pershing to deliver its 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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