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Tyler S

Series 63, Series 65

Sergeant Bluff, IA

Mutual of Omaha Investor Services, Inc.

Tyler Stoltze is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he worked in education for nearly a decade, including positions at Buena Vista University and Sergeant Bluff Schools. Outside of advisory work, he is also an insurance agent specializing in life, health, and annuities. 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 accounts, operating primarily through a network of Investment Advisor Representatives who recommend approved products and strategies.

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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