Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Mutual Of Omaha Investor Services, Inc. financial advisors in Florida

Every SEC-registered investment adviser representative at a Mutual Of Omaha Investor Services, Inc. office in Florida, by city and A to Z.

The short answer

17 registered advisors work at Mutual Of Omaha Investor Services, Inc. in Florida, out of 254 nationwide; it's the firm's number 5 state by advisors, and the most are in Coral Gables (8). 2 list the CFP designation and 16 are also registered broker representatives.

Mutual Of Omaha Investor Services, Inc. advisors by city in Florida

Every firm in Florida →

Coral Gables 8Tampa 2Cape Coral 1Fort Myers 1Gulf Breeze 1Jacksonville 1Lake Mary 1Lantana 1Ocala 1

Mutual Of Omaha Investor Services, Inc. advisors in Florida, A to Z

Search by name →

Mutual Of Omaha Investor Services, Inc. in other states

Nebraska 64Arizona 21Colorado 20Texas 19Virginia 16California 12Wisconsin 10Massachusetts 8Missouri 7Pennsylvania 7Iowa 5Illinois 5Hawaii 3Kansas 3Minnesota 3New Jersey 3South Carolina 3

Questions

How many Mutual Of Omaha Investor Services, Inc. financial advisors are in Florida?

17 investment adviser representatives are registered at Mutual Of Omaha Investor Services, Inc. offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 254 at the firm nationwide. 2 list the CFP designation and 16 are also registered as broker representatives.

Where in Florida does Mutual Of Omaha Investor Services, Inc. have the most advisors?

Coral Gables, with 8, then Tampa (2). Mutual Of Omaha Investor Services, Inc. has advisors in 9 cities in Florida.

How do I check a Mutual Of Omaha Investor Services, Inc. advisor in Florida?

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.