O'Neill, NE 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 113 offices
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® professional with 14 years of industry experience, currently serving at Mutual of Omaha Investor Services, Inc. since 2011. He is a one-third partner and managing partner at Reiser Insurance Group, a property and casualty agency in O'Neill, NE, where he works as a sales agent. Olson also serves on the boards of Oasis Counseling International and Faith Regional Health Services and is the author of two books on personal financial planning. Additionally, he teaches financial literacy and retirement planning seminars. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers various financial planning and managed account programs through a network of advisors who utilize approved third-party managers and model portfolios.
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 credentials and has 18 years of industry experience. He has been with United/Mutual of Omaha since 2006 and also operates Reiser Insurance, providing property and casualty, life, long-term care, disability, critical illness, and Medicare supplement insurance products. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm utilizes a network of Investment Advisor Representatives who recommend model portfolios or third-party managers and provide ongoing financial planning and retirement consulting.
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