Financial ADVSR advisor directory · SEC adviser records
Mutual Of Omaha Investor Services, Inc. financial advisors in California
Every SEC-registered investment adviser representative at a Mutual Of Omaha Investor Services, Inc. office in California, by city and A to Z.
The short answer
11 registered advisors work at Mutual Of Omaha Investor Services, Inc. in California, out of 253 nationwide; it's the firm's number 7 state by advisors, and the most are in Sacramento (3). 2 list the CFP designation and 10 are also registered broker representatives.
Mutual Of Omaha Investor Services, Inc. advisors by city in California
Every firm in California →Sacramento 3Los Angeles 2Pleasant Hill 2Clovis 1Irvine 1Redding 1San Ramon 1
Mutual Of Omaha Investor Services, Inc. advisors in California, A to Z
Search by name →- Brooke E. BarnesClovis
- Christopher J. BozzutoSacramento · Certified Financial Planner
- John BrontsemaIrvine
- Laleh HakimiLos Angeles · Chartered Financial Consultant
- Brent I. HerreraPleasant Hill · Certified Financial Planner
- Judy L. MaxwellRedding · Chartered Financial Consultant
- Richard E. McDanielPleasant Hill
- Aida S. McNamaraLos Angeles
- David T. McWilliamsSan Ramon
- Sheldon W. NixSacramento
- Gregory A. YrigollenSacramento
Mutual Of Omaha Investor Services, Inc. advisors in every state →Mutual Of Omaha Investor Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Mutual Of Omaha Investor Services, Inc. in other states
Nebraska 61Colorado 23Arizona 21Texas 19Florida 17Virginia 17Wisconsin 11Massachusetts 9Missouri 6Pennsylvania 6Iowa 5Illinois 5South Carolina 4Hawaii 3Kansas 3Minnesota 3New Jersey 3
Questions
How many Mutual Of Omaha Investor Services, Inc. financial advisors are in California?
11 investment adviser representatives are registered at Mutual Of Omaha Investor Services, Inc. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 253 at the firm nationwide. 2 list the CFP designation and 10 are also registered as broker representatives.
Where in California does Mutual Of Omaha Investor Services, Inc. have the most advisors?
Sacramento, with 3, then Los Angeles (2). Mutual Of Omaha Investor Services, Inc. has advisors in 7 cities in California.
How do I check a Mutual Of Omaha Investor Services, Inc. advisor in California?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Mutual Of Omaha Investor Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.