Omaha, NE Mutual of Omaha Plaza Office

Lucas May is a financial advisor at Mutual of Omaha Investor Services, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade from 2013 to 2020 before joining Mutual of Omaha in 2020. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, including financial planning, managed account programs, and retirement plan consulting. The firm utilizes platform relationships with Envestnet and Pershing, and many advisors are also licensed as registered representatives or insurance agents within the Mutual of Omaha group.

Derek Loudenback is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63, 65, and 66 licenses and has 18 years of industry experience. Prior to joining Mutual of Omaha, he worked at AGIA, Valic Financial Advisors, and New York Life. He is also involved in insurance sales and training related to life, health, 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 consulting. The firm delivers solutions through platforms like Envestnet and Pershing, and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Rebecca Jordan is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds a Series 66 designation and has 14 years of industry experience. Her prior roles include positions at Northern Lights Distributors, LLC, Northwestern Mutual Investment Management, and Securities America. Outside of finance, she owns and operates an interior house painting business. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and financial planning. The firm works primarily via a platform relationship with Envestnet and offers a range of third-party money manager options.

Jason Swiercek is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding a Series 66 designation and 26 years of industry experience. He has been with Mutual of Omaha since 2013 and operates a yard care business on the side. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through platform relationships with Envestnet and custodial services from Pershing.

Nathan Hobson is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63, 65, and 66 licenses and has 24 years of industry experience. Prior to joining Mutual of Omaha in 2007, he worked at Morgan Stanley DW Inc. from 2002 to 2003. In addition to his advisory role, Hobson is also licensed as an insurance agent, specializing in life, health, 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 operates primarily through a platform relationship with Envestnet and serves both non-high-net-worth and high-net-worth clients.

Nicholas Digilio is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 66 designations and having 20 years of industry experience. He has worked at Mutual of Omaha Investor Services since 2018 and previously held roles at Arbor Point Advisors and Securities America. Mutual of Omaha Investor Services 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 a platform relationship with Envestnet and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Daniel Perry is a financial advisor with Mutual Of Omaha Investor Services, Inc. in Omaha, NE. He holds a Series 66 designation and has 16 years of industry experience, including prior roles at Securities America Advisors, Inc. and Securities America Inc. He has been with Mutual Of Omaha since 2019. Mutual Of Omaha Investor Services, Inc. provides advisory services to individual clients, corporations, and qualified retirement plans. The firm offers a range of managed account programs and financial planning solutions, primarily through a platform relationship with Envestnet and Pershing as custodian.

Khadija Vermaas is a financial advisor at Mutual of Omaha Investor Services, Inc. with seven years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. 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 utilizes platforms such as Envestnet and Pershing to deliver managed solutions and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Briana Hughes is a Series 66 credentialed advisor with 25 years of industry experience. She has worked at Mutual of Omaha Investor Services, Inc. and Mutual of Omaha since 2014. 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 Envestnet and Pershing platforms, with advisors recommending MOIS-approved model portfolios and coordinating with third-party managers.

Jeffrey Legband is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Mutual of Omaha Investor Services since 2019 and has prior experience at Mutual of Omaha Insurance and Mutual of Omaha Bank. 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 alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions primarily through relationships with Envestnet and Pershing.

Danielle Fosmer is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 66 credentials and having 18 years of industry experience. Her career includes multiple roles within Mutual of Omaha and Lincoln Financial firms over the past decade. 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 primarily delivers managed solutions through a platform relationship with Envestnet and serves a broad client base including both non-high-net-worth and high-net-worth individuals.

Andee Vorel is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and 15 years of industry experience. She has worked with Mutual of Omaha and its investor services division since 2015. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and 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 operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Christopher Dunham is a financial advisor at Mutual of Omaha Investor Services, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to his current role, he has worked at several firms including Bridges Investment Management and Mutual 1st Federal. Outside of finance, he operates a seasonal lawn mowing and snow removal business as a sole proprietor. 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 works alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Craig Carlson is a Series 66-licensed financial advisor with Mutual of Omaha Investor Services, Inc., based in Omaha, NE, with six years of advisory experience. He has been affiliated with Mutual of Omaha in various capacities since 2006. In addition to his advisory role, he holds a commercial real estate license in Nebraska and occasionally earns commissions from commercial leasing transactions. 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 primarily delivers managed solutions through a platform relationship with Envestnet and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Christopher Boozikee is an Investment Advisor Representative with Mutual of Omaha Investor Services, Inc. in Omaha, Nebraska. He holds Series 63 and Series 65 designations and has 26 years of industry experience. Mr. Boozikee has been with Mutual of Omaha since 2014 and has worked as an independent advisor since 2006. 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 solutions through a platform relationship with Envestnet and acts as a conduit to third-party managers, serving a broad client base including both non-high-net-worth and high-net-worth clients.