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Eric G
CFP®, ChFC®, Series 63, Series 65
Waukesha, WI
Mutual Of Omaha Investor Services, Inc.
Eric Gibson is a CFP® and ChFC® with 23 years of industry experience. He has been with United/Mutual of Omaha since 2002. Outside of his advisory role, he serves as Co-Chairman and Supervisory Board Member of the Diamond Way Buddhism Foundation and works as a travelling teacher of Buddhism and meditation. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a range of managed account programs and financial planning solutions. The firm utilizes third-party money managers and platform relationships to deliver tailored investment strategies.
Matthew H
Series 63, Series 65
Waukesha, WI
Mutual Of Omaha Investor Services, Inc.
Matthew Haffemann is a financial advisor with Mutual of Omaha Investor Services, Inc. in Waukesha, WI, holding Series 63 and Series 65 designations and possessing 10 years of industry experience. He has been with Mutual of Omaha Investment Services and Mutual of Omaha Insurance Company since 2015. Outside of his advisory role, he is a one-third owner of 32Thirty Financial LLC and 32Thirty Health Solutions, LLC, which are involved in marketing and the sale of health insurance products. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account programs through partnerships with third-party managers and platforms such as Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.
Benjamin L
Series 63, Series 65
Waukesha, WI
Mutual Of Omaha Investor Services, Inc.
Benjamin Langston is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Mutual of Omaha and its affiliated entities since 2009. In addition to his advisory role, Langston is a licensed insurance agent specializing in life, health, and annuity products and serves as a notary public. 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 through relationships with third-party managers and platform providers like Envestnet.
Shane R
Series 65, Series 63
Waukesha, WI
Mutual Of Omaha Investor Services, Inc.
Shane Rockweiler is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has 10 years of industry experience. He has worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2015. Outside of advisory work, he is involved in insurance sales through his roles with Rockweiler & Jorandby Solutions LLC and as a one-third owner of 32Thirty Health Solutions LLC, which sells various health insurance products including Medicare plans. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and utilizes third-party money managers through a platform relationship with Envestnet.
Hyatt H
CFP®, Series 63, Series 65
Waukesha, WI
Mutual Of Omaha Investor Services, Inc.
Hyatt Harper is a CFP® with 19 years of experience in the financial industry, currently affiliated with Mutual Of Omaha Investor Services, Inc. He has worked with Mutual Of Omaha Insurance Co since 2006. Outside of his advisory role, he is a 40% owner of Clarity Financial LLC and co-owner of Clarity Real Estate LLC, which holds rental property interests. Mutual Of Omaha Investor Services, Inc. serves individual clients, corporations, and qualified retirement plans with financial planning, managed account programs, and retirement plan consulting. The firm operates primarily through a platform relationship with Envestnet and utilizes third-party money managers to deliver investment solutions.
Zachary S
Series 63, Series 65
Waukesha, WI
Mutual Of Omaha Investor Services, Inc.
Zachary Sippl is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to his current roles, he worked at Great Lakes Coca-Cola and is a part-owner and active participant in Sports Hub Bar & Grill. 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 delivers managed solutions primarily through a platform relationship with Envestnet and supports a range of client-directed investment programs.
Travis M
Series 63, Series 65
Waukesha, WI
Mutual Of Omaha Investor Services, Inc.
Travis Minegar is a financial advisor with Mutual of Omaha Investor Services, Inc. in Waukesha, WI, holding Series 63 and Series 65 credentials and 13 years of industry experience. Since 2013, he has been with Mutual of Omaha Investor Services and Mutual of Omaha. Outside of his advisory role, he is a partial owner of 32Thirty Financial LLC and 32Thirty Health Solutions LLC, which focus on financial marketing and health insurance products, respectively. Mutual of Omaha Investor Services provides advisory services to individual clients, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm uses platform relationships with Envestnet and Pershing to deliver managed solutions and works alongside broker-dealer and insurance businesses within the Mutual of Omaha group.
John V
Series 63, Series 65
Waukesha, WI
Mutual Of Omaha Investor Services, Inc.
John Vanbeusekom is a financial advisor at Mutual of Omaha Investor Services, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mutual of Omaha Investor Services and its predecessor Mutual/United of Omaha since 1985. Outside of his advisory role, he serves as vice president of the Gridiron Club of Germantown, a nonprofit organization that raises funds for community football programs. 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 managed solutions primarily through Envestnet and works alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.
Kirt C
Series 63, Series 65
Waukesha, WI
Mutual Of Omaha Investor Services, Inc.
Kirt Cochran is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Cochran has worked at Mutual of Omaha Investor Services since 2016. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm manages solutions primarily through a platform relationship with Envestnet and uses Pershing as its qualified custodian and introducing broker-dealer.
Steven S
Series 63, Series 65
Waukesha, WI
Mutual Of Omaha Investor Services, Inc.
Steven Schumacher is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Mutual/United of Omaha since 2003. In addition to his advisory role, he works as an insurance agent specializing in life, health, annuity, long-term care, disability, and critical illness insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and uses Pershing as custodian, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.
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