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Anna B
Series 63, Series 65
St Louis, MO
Mutual Of Omaha Investor Services, Inc.
Anna Bertrand is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to her current role, she worked at Mutual of Omaha Insurance Company and was employed at St Albans Country Club. Outside of her advisory duties, she works as a welder and painter for a local metal railings company. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and managed account programs. The firm operates primarily through a platform relationship with Envestnet and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.
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