Columbia, SC Berryhill Rd Office

Team
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Mutual Of Omaha Investor Services, Inc. logo

Mutual Of Omaha Investor Services, Inc.

Multi-team

Firm-wide stats for Mutual Of Omaha Investor Services, Inc.

Total advisors

272

Across 114 offices

Clients per advisor

25 Very Low

Avg AUM per client

$4,656 Very Low

HNW client ratio

23% Typical

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.

Based on Mutual Of Omaha Investor Services, Inc.

Expertise

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management

Based on Mutual Of Omaha Investor Services, Inc.

Occupation focus

Founder/Business Owner

Based on Mutual Of Omaha Investor Services, Inc.

Location

250 Berryhill Rd, Ste 102

Columbia SC 29210-6469

Advisors at this office

4

Advisors at this office

user avatar

Hayden L

Series 65, Series 63

Columbia, SC

Mutual Of Omaha Investor Services, Inc.

Hayden Langenburg is a financial advisor at Mutual of Omaha Investor Services, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience working at Mutual of Omaha Insurance Company, Century 21 Vanguard, and a law firm. In addition to his advisory role, Langenburg is a licensed insurance agent and maintains a part-time real estate agent position with Century 21 Vanguard. 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 platform relationships with Envestnet and uses Pershing as custodian and broker-dealer, with advisors typically overseeing approved model portfolios and third-party managers.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
user avatar

William H

Series 63, Series 65

Columbia, SC

Mutual Of Omaha Investor Services, Inc.

William Hall is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked with Mutual/United of Omaha Insurance Company and Mutual of Omaha Investor Services since 1995. Hall is also involved in the sale of various insurance products, including life, disability, critical illness, cancer, long-term care, annuities, Medicare supplement, and accident insurance. 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 mainly via Envestnet and Pershing custodial platforms, combining advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
user avatar

Kenneth S

Series 65, Series 63

Columbia, SC

Mutual Of Omaha Investor Services, Inc.

Kenneth Sipe is a financial advisor at Mutual of Omaha Investor Services, Inc. with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has been with Mutual of Omaha since 2015. Outside of his advisory role, he is an insurance agent specializing in health, life, and annuities, and serves as a membership coordinator for the Leads Group. 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 operates through platform relationships with Envestnet and Pershing, managing portfolios and third-party manager relationships while functioning alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
user avatar

Johnny S

Series 65, Series 63

Columbia, SC

Mutual Of Omaha Investor Services, Inc.

Johnny Strickland is a financial advisor with Mutual Of Omaha Investor Services, Inc. in Columbia, SC. He holds Series 65 and Series 63 licenses and has six years of industry experience. Prior to joining Mutual Of Omaha Advisors in 2019, he worked in staffing and construction sectors. In addition to his advisory role, he is also licensed as an insurance agent specializing in life, health, annuities, and major medical insurance. 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 employs a platform-based approach primarily through Envestnet and integrates broker-dealer and insurance services within the Mutual of Omaha group.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
View complete list of advisors at this office
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