AV
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
262 advisors
Number of Clients
6,885 clients
Average Client Portfolio
$4K average
Assets Under Management
$24.4M
Fee Structure
Financial Plan Fee:$500 - $25,000
Hourly Rate:$100 - $500/hr
Financial planning fees are negotiable, ranging from $500 to $25,000 as a fixed fee, or $100 to $500 per hour. Ongoing financial planning support ranges from $25 to $300 per month or $75 to $900 per quarter for individuals, and $25 to $2,000 per month or $75 to $6,000 per quarter for businesses.
Areas of Practice
Retirement PlanningFinancial Planning & CoachingBusiness Owners
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Advisor Information
Office location
Mutual of Omaha Plaza, Omaha, NE, 68175
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
August 2017 - Present · 8 yrs 5 mos
Mutual of Omaha Investor Services, INC.
July 2017 - Present · 8 yrs 6 mos
Mutual of Omaha Investor Services, INC. Broker
July 2017 - Present · 8 yrs 6 mos
Previous Registrations
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
February 2014 - August 2015 · 1 yr 6 mos
Bancwest Investment Services, INC.Broker
February 2014 - August 2015 · 1 yr 6 mos
Securities America Advisors, INC.
August 2007 - February 2012 · 4 yrs 6 mos
Securities America, INC.Broker
August 2007 - February 2012 · 4 yrs 6 mos
TD Ameritrade, INC.Broker
April 2006 - August 2006 · 4 mos
Ameritrade, INC.Broker
March 2006 - April 2006 · 1 mo
State Registrations1 state
NE
AdvisorBrokerBoth
Exams
No exam information available for this advisor.