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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., holding Series 63 and Series 65 licenses and three years of industry experience. Before joining Mutual of Omaha Investor Services in 2022, he worked at Mutual of Omaha Insurance Company starting in 2021. Outside of advisory services, Tyler is also an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and managed account programs primarily through partnerships with Envestnet and Pershing.

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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