AP
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
3300 Mutual of Omaha Plaza, Omaha, NE, 68175-1020
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 →Other Business Activities
Adam owns a sports collectibles business, buying and selling items since July 2024. This activity takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
December 2013 - Present · 12 yrs 1 mo
Mutual of Omaha Investor Services, INC.
December 2013 - Present · 12 yrs 1 mo
Mutual of Omaha Investor Services, INC. Broker
December 2013 - Present · 12 yrs 1 mo
Previous Registrations
Arbor Point Advisors
December 2012 - November 2013 · 11 mos
Securities America Advisors, INC.
March 2008 - November 2013 · 5 yrs 8 mos
Securities America, INC.Broker
November 2005 - November 2013 · 8 yrs
Ameritas Investment CORP.Broker
May 2005 - June 2005 · 1 mo
State Registrations19 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.