Manassas, VA 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
2
Of 275 advisors across 115 offices
Location
10432 Balls Ford Rd, Suite 300
Manassas VA 20109
Advisors at this office
2
Advisors at this office
Michael M
CFP®, ChFC®, Series 63, Series 65
Manassas, VA
Mutual Of Omaha Investor Services, Inc.
Michael Macey is a CFP® and ChFC® with 27 years of experience in financial services, currently working at Mutual Of Omaha Investor Services, Inc. since 1998. He is also an insurance agent specializing in life, health, disability, group benefits, 401(k), and annuities. 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 integrates broker‑dealer and insurance distribution businesses within the Mutual of Omaha group.
David H
Series 65, Series 63
Manassas, VA
Mutual Of Omaha Investor Services, Inc.
David Herndon is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. He has worked with Mutual of Omaha and its affiliates since 1997. Outside of advisory services, he is also an insurance agent focusing on individual and group life, annuities, and health 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 operates primarily through a platform relationship with Envestnet and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.
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