A complete list of active advisors currently associated with Mutual of Omaha Investor Services, Inc.
Warmer can help you find a great advisor at Mutual of Omaha Investor Services, Inc. or one who fits your needs even better.
Mutual of Omaha Investor Services, Inc. provides advisory services to individuals (including non‑HNW and high‑net‑worth clients), corporations and qualified retirement plans. Its offerings include one‑time and ongoing financial planning, third‑party money manager relationships, MOIS-managed account programs (Fund Strategist Portfolios, SMAs, UMAs, and Advisor‑as‑Portfolio‑Manager), and retirement plan consulting and advisory services. The firm delivers managed solutions primarily through a platform relationship with Envestnet and uses Pershing as the qualified custodian and introducing broker‑dealer for many managed accounts. Advisors typically recommend and monitor MOIS‑approved model portfolios and act as the client contact and conduit to third‑party managers; clients may grant discretionary authority to the platform, the third‑party manager, or an MOIS advisor depending on the program selected. A distinctive feature is that MOIS operates alongside broker‑dealer and insurance distribution businesses within the Mutual of Omaha group, and many Investment Advisor Representatives are separately licensed as registered representatives or insurance agents who may implement recommendations in those capacities. The firm discloses platform‑level conflicts tied to product availability and revenue arrangements — for example, it promotes select third‑party managers that share fees, uses sweep options that generate 12b‑1 revenue, and has revenue arrangements with Pershing — which can influence the set of products and providers it recommends.
To learn more about the advisors currently working at Mutual of Omaha Investor Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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