Mutual Of Omaha Investor Services, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 611
- SEC number
- 801-61332
- Firm type
- RIA
- Assets under management
- $32.0M as of Jun 9, 2026
- Website
- www.mutualofomaha.com/INVESTMENTS ↗
- Phone
- 402-351-3102
- Address
- 3300 Mutual Of Omaha Plaza, Omaha, NE, 68175-1020
Advisors at this firm
332 in our index · page 5 of 7
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Zach A MoiseyCRD 6306753 · Denver, COBrokerRegistration inactive
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Chelsea MolinaCRD 8079310 · Omaha, NEBroker
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Logan Matthew MuellerCRD 7827095 · Omaha, NEIA RegisteredBroker
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Jason MusilCRD 6682483 · Birchwood, WIIA RegisteredBroker
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Patricia A NapolitanoCRD 1660330 · Lake Mary, FLBroker
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Jessica Dee NietoCRD 5922287 · Omaha, NEIA RegisteredBroker
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Sheldon Wayne NixCRD 5872391 · Sacramento, CAIA RegisteredBroker
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Mark Joseph NoeCRD 3116644 · Braintree, MABroker
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David Boyce NealCRD 2638031 · Omaha, NEBroker
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Robert NestorCRD 3163472 · Easton, PAIA RegisteredBrokerDisclosure event(s) on record
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Zachary Zehr NussbaumCRD 8203589 · Glen Allen, VABroker
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Andrew R OconnorCRD 5663430 · Glen Allen, VABroker
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Thomas Ryan OldhamCRD 4469948 · Omaha, NEIA RegisteredBroker
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Michelle Lea OwensCRD 4355202 · Omaha, NEBroker
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Henri OverfeltCRD 7394655 · Omaha, NEIA RegisteredBroker
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Nicholas Patrick PalmieriCRD 1018949 · Coral Gables, FLBroker
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Theresa Marie PangbornCRD 2667741 · Boca Raton, FLBroker
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Brent Jonathan PaulsenCRD 6491885 · Sioux Falls, SDIA RegisteredBroker
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Jerry Hermann PeakeCRD 2841603 · Sterling, COBroker
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Todd Aaron PearsonCRD 3087354 · Laramie, WYIA RegisteredBroker
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Robert Eugene PeirceCRD 2124883 · Albuquerque, NMBroker
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Carole Marie PerchalCRD 2943657 · Lehigh Acres, FLIA RegisteredBroker
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Randy John PereschinoCRD 1678650 · Braintree, MABroker
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Walter Louis PfefferCRD 2096131 · Columbia, MOBroker
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Virginia Lynn PillowCRD 2109739 · Charlottesville, VAIA RegisteredBroker
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Sandi Lee PolacekCRD 5086296 · Omaha, NEBroker
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Barry A PolleyCRD 1495464 · Bradenton, FLIA RegisteredBroker
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Mark Eugene PrinceCRD 2219881 · Omaha, NEBroker
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Adam D ProskovecCRD 4957628 · Omaha, NEIA RegisteredBroker
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Pedro Rafael Pumarada-UrrutiaCRD 4340005 · Guaynabo, PRIA RegisteredBrokerDisclosure event(s) on record
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Daniel PerryCRD 5708818 · Omaha, NEIA RegisteredBroker
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Bradley PetersonCRD 2444791 · Omaha, NEBroker
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Oksan PilafasCRD 8145891 · Oakbrook Terrace, ILBroker
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Paul Pourreza-JourshariCRD 7154279 · Gaithersburg, MDIA Registered
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Mark Allen PowellCRD 6226491 · Omaha, NEBroker
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Natasha PrestonCRD 6072753 · Omaha, NEIA RegisteredBroker
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Jacqueline ProffitCRD 6758357 · Jacksonville, FLIA RegisteredBrokerDisclosure event(s) on record
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Kevin Patrick QuinnCRD 7824239 · Omaha, NEIA RegisteredBroker
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Bryce Kirk ReimersCRD 3075285 · Omaha, NEIA RegisteredBroker
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Craig Joseph ReiserCRD 5199678 · O'neill, NEIA RegisteredBrokerDisclosure event(s) on record
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Thomas Chad RexiusCRD 4207743 · Loveland, COBroker
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Jorge Ivan Rivera-EchevarriaCRD 6816516 · Coral Gables, FLIA RegisteredBroker
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Andrew Charles RodriguezCRD 2096174 · Marion, MAIA RegisteredBroker
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Angel David Rodriguez PerazaCRD 5972867 · Guaynabo, PRBroker
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Amanda Michelle RoenfeldCRD 4399896 · Omaha, NEIA RegisteredBroker
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Grant Russell RunyanCRD 6304148 · Omaha, NEIA RegisteredBroker
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Robert James RussellCRD 2108438 · Chesapeake, VABroker
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Alondra RamirezCRD 7831788 · Omaha, NEBroker
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Suhey Marie Rios PerezCRD 7203336 · Coral Gables, FLIA Registered
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Vito Giovanni RobertoCRD 4297115 · Los Angeles, CAIA RegisteredBroker
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 611 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.