Lincoln, NE "O" St 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
6940 "O" St, Ste 334
Lincoln NE 68510
Advisors at this office
3
Advisors at this office
Dana T
Series 63, Series 65
Lincoln, NE
Mutual Of Omaha Investor Services, Inc.
Dana Troske is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 registrations and over 40 years of industry experience. He has been with Mutual of Omaha Investor Services and its predecessor Mutual/United of Omaha since 1984. Outside of advisory work, he serves as vice president of HILEAF LLC, an industrial site and warehouse business based in Lincoln, NE. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm operates on a platform relationship with Envestnet and uses Pershing as custodian, delivering managed solutions through approved model portfolios and third-party managers.
Dylan M
Series 65, Series 63
Lincoln, NE
Mutual Of Omaha Investor Services, Inc.
Dylan Mac Kichan is a financial advisor at Mutual of Omaha Investor Services, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Union Bank and Trust as well as SCHEELS Allsports. In addition to his advisory role, he is also a licensed insurance agent handling life, health, disability, and property and casualty insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and Pershing, with advisors often acting as client contacts and conduits to third-party managers.
Benjamin L
Series 63, Series 65
Lincoln, NE
Mutual Of Omaha Investor Services, Inc.
Benjamin Lucks is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and six years at the firm. He has a total of five years of industry experience, including prior roles at Dodge Partners Insurance and Vinnie Krikac State Farm Agency. In addition to his advisory work, he is an insurance agent specializing in life, health, annuities, and property and casualty lines. Mutual of Omaha Investor Services, Inc. provides financial planning and advisory services to individuals, corporations, and qualified retirement plans. The firm offers managed account programs and retirement plan consulting, delivering solutions primarily through Envestnet’s platform and working alongside broker-dealer and insurance operations within the Mutual of Omaha group.
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