O'Neill, NE 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
217 S 4th St
O'Neill NE 68763
Advisors at this office
2
Advisors at this office
Adam O
CFP®, Series 63, Series 65
O'Neill, NE
Mutual Of Omaha Investor Services, Inc.
Adam Olson is a CFP® with 15 years of experience at Mutual of Omaha Investor Services, Inc. He is also a partner and managing agent at Reiser Insurance Group, a property and casualty agency in O’Neill, NE. Olson serves on the boards of Oasis Counseling International and Faith Regional Health Services, and is the author of two financial planning books. He also teaches financial literacy and retirement planning seminars. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and managed account programs. The firm works primarily through a platform relationship with Envestnet and serves clients with various discretionary management options.
Craig R
Series 63, Series 65
O'Neill, NE
Mutual Of Omaha Investor Services, Inc.
Craig Reiser is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. He has been with United/Mutual of Omaha since 2006 and also runs Reiser Insurance, a business offering property, casualty, life, and health insurance products. Additionally, he is a one-third partner and owner of CAM Holdings, LLC, a company used for holding a commercial building. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs, third-party money managers, and retirement consulting. The firm operates within the larger Mutual of Omaha group, integrating broker-dealer and insurance distribution functions alongside its advisory services.
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