Clive, IA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Mutual Of Omaha Investor Services, Inc.
Multi-team
Firm-wide stats for Mutual Of Omaha Investor Services, Inc.
About
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.
Expertise
Location
1820 NW 118th St, Ste 210
Clive IA 50325
Advisors at this office
4
Advisors at this office
Aaron F
Series 66
Clive, IA
Mutual Of Omaha Investor Services, Inc.
Aaron Farver is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Mutual of Omaha Investor Services, Inc. and also holds a role as an insurance agent specializing in life, health, and annuities. His prior experience includes positions at MWA Financial Services, Modern Woodmen of America, Duncan Aviation, and FedEx Ground. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed solutions and third-party money manager relationships. The firm offers various managed account programs and retirement plan consulting, operating alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.
Lance W
Series 63, Series 65
Clive, IA
Mutual Of Omaha Investor Services, Inc.
Lance Wright is a financial advisor at Mutual of Omaha Investor Services, Inc. with two years of experience in the industry. He holds the Series 63 and Series 65 designations. Prior to his current role, he worked at Titan Machinery and Midstates Bank and has experience in various other fields including retail and public service. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through platform relationships with Envestnet and Pershing. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.
Lucas B
Series 63, Series 65
Clive, IA
Mutual Of Omaha Investor Services, Inc.
Lucas Bonstrom is an advisor at Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 credentials and has one year of industry experience. Prior to joining the financial services sector, he worked at Smart Honda of Des Moines for two years and has a background in education spanning 15 years. 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 serves clients by recommending and monitoring MOIS-approved model portfolios.
Seth B
Series 63, Series 65
Clive, IA
Mutual Of Omaha Investor Services, Inc.
Seth Bringle is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Seth has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2014. Outside of his advisory role, he is an insurance agent focusing on life, health, and annuities, and he owns Bringle Financial Services LLC, operating under the name TGB Wealth. Mutual of Omaha Investor Services, Inc. offers advisory services to individual clients, corporations, and qualified retirement plans, providing a range of financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and Pershing to deliver managed solutions and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.
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