Bloomington, MN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$32,035,685
ClientsTotal clients
6,880
AdvisorsAdvisors at this office
3
Of 275 advisors across 115 offices
Location
1700 West 82nd Street, Suite 160
Bloomington MN 55431
Advisors at this office
3
Advisors at this office
Nikolaos B
Series 65
Bloomington, MN
Mutual Of Omaha Investor Services, Inc.
Nikolaos Bame is a Series 65-licensed financial advisor with Mutual of Omaha Investor Services, Inc., based in Bloomington, MN. He has three years of industry experience, including prior roles at Investors Financial Group and Mutual of Omaha Insurance Company. He is the founder of the Public Golf Society, a nonprofit golf league in Minneapolis. 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 offerings, collaborating with third-party money managers primarily via the Envestnet platform.
Caleb P
Series 63, Series 65
Bloomington, MN
Mutual Of Omaha Investor Services, Inc.
Caleb Peterson is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 credentials and has 12 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual of Omaha since 2013. In addition to his advisory role, he is an insurance agent specializing in life, health, and annuity products. 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 utilizes platform relationships with Envestnet and Pershing, working with third-party managers and internal advisors to deliver tailored investment solutions.
Theodore K
Series 63, Series 65
Bloomington, MN
Mutual Of Omaha Investor Services, Inc.
Theodore Kaminski is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Kaminski has been with Mutual of Omaha since 2009. Outside of advising, he competes in fishing tournaments for prize money and serves as a taste tester for Food Perspectives, a program that donates part of its proceeds to charity. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through platforms like Envestnet. The firm operates within the Mutual of Omaha group alongside broker-dealer and insurance businesses, serving a diverse client base with various investment and consulting solutions.
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