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Son V
Series 66
Whitefish, MT
Mutual of Omaha Investor Services, Inc.
Son Vu is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Merrill, and PotlatchDeltic Corporation. Outside of his advisory role, he is a self-employed business consultant specializing in proofreading, editing, and analyzing business documents, and he also works as an insurance agent. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a broad client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, managed account programs, and retirement plan consulting, operating primarily through a network of Investment Advisor Representatives who utilize approved model portfolios and third-party managers.
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