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Principal Financial Officer · Mutual of Omaha Investor Services, Inc.

Evan Richard Bees

CRD 4662845 · Named on Form ADV at one SEC-registered adviser

At a glance

Mutual of Omaha Investor Services, Inc., an SEC-registered broker-dealer firm based in Omaha, NE with $32 million in regulatory assets, lists Evan Richard Bees on its Form ADV as Principal Financial Officer.

Firms and roles

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Evan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Adam D ProskovecPresident and Principal Operations Officer, Mutual of Omaha Investor Services, Inc.
  • Briana Dawn HughesChief Compliance Officer, Mutual of Omaha Investor Services, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Evan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.