Mutual Of Omaha Investor Services, Inc.

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 6 of 7

• Allison Courtney RodriguezCRD 7379109 · Houston, TX
  Broker
• Shawndra RodriguezCRD 4804961 · Houston, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Mariely Ruiz SaliviaCRD 7165049 · Fort Myers, FL
  Broker
• Sue C. Sandlin-PlaehnCRD 1647239 · Raleigh, NC
  IA RegisteredBroker
• Michael Alan SandovalCRD 2482216 · Tuscon, AZ
  IA RegisteredBroker
• Eric Timothy SandquistCRD 5369419 · Omaha, NE
  Broker
• Debra Beth SchachterCRD 1077972 · Blue Bell, PA
  IA RegisteredBroker
• Scott Robert SchemmelCRD 1458625 · Sioux Falls, SD
  IA RegisteredBroker
• Carol Ann SchramCRD 4622734 · Omaha, NE
  IA RegisteredBroker
• Kirk Joseph SchroederCRD 1306746 · Denver, CO
  Broker
• Steven Walter SchumacherCRD 4694678 · La Crosse, WI
  IA RegisteredBroker
• Bethany Wedge ScottCRD 5897946 · Roanoke, VA
  IA RegisteredBroker
• John Calvin SerafinCRD 2830706 · Liverpool, NY
  IA RegisteredBroker
• Lisa Kathryn SetlakCRD 2130875 · Omaha, NE
  Broker
• Sherif Atif ShabanCRD 5946686 · Marlton, NJ
  IA RegisteredBroker
• Michael Alan ShermanCRD 3222609 · Staten Island, NY
  IA RegisteredBroker
• Jon Brandon SindtCRD 6762935 · Omaha, NE
  Broker
• Randy James SkalaCRD 2338462 · Kearney, NE
  Broker
• Alfred Joseph SkarCRD 2807810 · Omaha, NE
  IA RegisteredBroker
• Anthony William SmartCRD 2745756 · Hampden, ME
  IA RegisteredBroker
• Daniel Paul SmithCRD 1028416 · Sheffield Village, OH
  IA RegisteredBroker
• Kevin Wayne SmithCRD 1570307 · Everett, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Russell Lloyd SpellmanCRD 5752606 · Spokane Valley, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Anthony Michael StormCRD 5200894 · Omaha, NE
  IA RegisteredBroker
• Laura Ashley StuparCRD 5749942 · Marlton, NJ
  Broker
• Kelly Scott SullivanCRD 2313715 · Chatham, IL
  Broker
• Scott Kennedy SullivanCRD 2306166 · Lincoln, NE
  Broker
• Kyle Townsend SwanCRD 6322475 · Hopkins, MN
  IA RegisteredBroker
• Jason Robert SwiercekCRD 4126131 · Omaha, NE
  IA RegisteredBroker
• Alan D SandersCRD 5779990 · Gulf Breeze, FL
  IA RegisteredBroker
• Gideon SarfoCRD 8200596 · Oakbrook Terrace, IL
  Broker
• Michael Voloice SchroderCRD 7154196 · Omaha, NE
  IA RegisteredBroker
• Lovie Ross ScottCRD 7373154 · Lantana, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Zachary A SipplCRD 7009834 · La Crosse, WI
  IA RegisteredBroker
• Jon Thomas SkoruppaCRD 7927370 · Orange Grove, TX
  IA RegisteredBroker
• Bennett SlaterCRD 7773304 · Omaha, NE
  IA RegisteredBroker
  Disclosure event(s) on record
• Delphine Pape SoucieCRD 2336319 · Omaha, NE
  Broker
• Tyler James StoltzeCRD 7357004 · Sergeant Bluff, IA
  IA RegisteredBroker
• Johnny Lee StricklandCRD 7149587 · Columbia, SC
  IA RegisteredBroker
• Tijuana StuartCRD 7093795 · Norcross, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Shane Michael SwansonCRD 2467204 · Oakbrook Terrace, IL
  IA RegisteredBroker
• Samm Edward TagueCRD 859467 · St. Louis, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Kenneth Thompson TateCRD 815702 · Glen Allen, VA
  Broker
• Royden Hideo TeraoCRD 4123746 · Honolulu, HI
  Broker
• Paul John ThomasCRD 5831807 · Waukesha, WI
  Broker
• Ryhen TorkCRD 5874558 · Los Angeles, CA
  Broker
• Dana Francis TroskeCRD 1444924 · Lincoln, NE
  IA RegisteredBroker
• Timothy Joseph TarrenceCRD 6895172 · Omaha, NE
  IA Registered
• Luke William TerharkCRD 7095347 · Clive, IA
  IA RegisteredBroker
• Conner TilmonCRD 8033884 · Oakbrook Terrace, IL
  Broker

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.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.