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
RB 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 PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

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

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

The short answer

56 registered advisors work at Mutual Of Omaha Investor Services, Inc. in Omaha, out of 254 at the firm nationwide; it ranks number 5 in the city by advisors. 1 list the CFP designation and 55 are also registered broker representatives.

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

Every Mutual Of Omaha Investor Services, Inc. advisor →

Mutual Of Omaha Investor Services, Inc. advisors in every city and state →Mutual Of Omaha Investor Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Mutual Of Omaha Investor Services, Inc. advisors in other cities

Phoenix, AZ 21Denver, CO 19Braintree, MA 8Coral Gables, FL 8Irving, TX 7Waukesha, WI 7Glen Allen, VA 6Sacramento, CA 4Springfield, MO 4Honolulu, HI 3Houston, TX 3La Crosse, WI 3Lincoln, NE 3Los Angeles, CA 3

Other firms in Omaha

All Omaha advisors →

Cwm, LLC 270Charles Schwab & Co., Inc. 201Orion Portfolio Solutions, LLC 163Cetera Investment Advisers LLC 95Osaic Wealth, Inc. 54Morgan Stanley 51Ameriprise Financial Services, LLC 46LPL Financial LLC 45Sequent Planning, LLC 43Wells Fargo Clearing Services, LLC 39Avior Wealth Management, LLC 33Merrill Lynch, Pierce, Fenner & Smith Incorporated 32

Questions

How many financial advisors does Mutual Of Omaha Investor Services, Inc. have in Omaha?

56 investment adviser representatives are registered at Mutual Of Omaha Investor Services, Inc. offices in Omaha, Nebraska, according to the SEC's Investment Adviser Public Disclosure records, out of 254 nationwide. 1 list the CFP designation and 55 are also registered as broker representatives.

Is Mutual Of Omaha Investor Services, Inc. one of the largest advisor employers in Omaha?

Mutual Of Omaha Investor Services, Inc. ranks number 5 in Omaha by registered advisors; Cwm, LLC has the most, with 270.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.