St. Louis, MO Office

Team
Updated today

Client AUM

$32,035,685

Clients

6,880

Advisors

2

Of 275 advisors across 114 offices

Location

4700 S. Lindbergh Blvd

St. Louis MO 63126

Advisors at this office

2

Advisors at this office

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Sweety G

Series 65, Series 63

St. Louis, MO

Mutual of Omaha Investor Services, Inc.

Sweety Gandhi is a financial advisor with Mutual of Omaha Investor Services, Inc. holding Series 65 and Series 63 licenses and has three years of industry experience. She has worked with Mutual of Omaha Investor Services since 2022 and has a background as an insurance agent offering life, health, annuities, and Medicare Advantage plans. Gandhi is also associated with S&S Financial in a non-investment capacity. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party manager relationships, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and serves as a conduit between clients and third-party managers while operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Samm T

Series 63, Series 65

St. Louis, MO

Mutual of Omaha Investor Services, Inc.

Samm Tague is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Mutual of Omaha and its affiliated companies since 1992. Outside of his advisory role, he is active as an insurance agent specializing in life, health, annuity, and property and casualty insurance lines. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, operating primarily through a network of Investment Advisor Representatives who utilize approved model portfolios and discretionary management platforms.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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