AS
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 →Other Business Activities
Anthony works as an instructor at Taekwondo America since 2001. This takes about 10-20% of his time.
Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
September 2015 - Present · 10 yrs 4 mos
Mutual of Omaha Investor Services, INC. Broker
September 2015 - Present · 10 yrs 4 mos
Mutual of Omaha Investor Services, INC.
September 2015 - Present · 10 yrs 4 mos
Previous Registrations
Charles Schwab & Co., INC. Broker
October 2014 - August 2015 · 10 mos
Charles Schwab & Co., INC.
October 2014 - August 2015 · 10 mos
Arbor Point Advisors
November 2012 - September 2014 · 1 yr 10 mos
Securities America Advisors, INC.
July 2012 - September 2014 · 2 yrs 2 mos
Securities America, INC.Broker
July 2012 - September 2014 · 2 yrs 2 mos
Amerivest Investment Management, LLC
May 2009 - January 2011 · 1 yr 8 mos
TD Ameritrade, INC.
May 2009 - January 2011 · 1 yr 8 mos
TD Ameritrade, INC.Broker
June 2007 - January 2011 · 3 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.