| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam D Proskovec Control | President And Principal Operations Officer | Under 5% | 2018 |
| Briana Dawn Hughes Control | Chief Compliance Officer | Under 5% | 2023 |
| Evan Richard Bees | Principal Financial Officer | Under 5% | 2018 |
Mutual of Omaha Investor Services, Inc. reports $24.4 million in regulatory assets under management on its Form ADV.
Mutual of Omaha Investor Services, Inc. reports 277 employees.
Mutual of Omaha Investor Services, Inc. is based in Omaha, NE and has been SEC-registered since 2002.
Mutual of Omaha Investor Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3300 Mutual of Omaha Plaza, Omaha, NE 68175-1020 |
| Phone | 402-351-3102 |
| Fax | 866-807-9215 |
| Office hours | 8:00 - 4:30 Cst/Cdt |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $24.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $24.4M |