MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Overview

Mutual Of Omaha Investor Services, Inc. operates as an insurance-focused broker-dealer and registered adviser that primarily serves retail and smaller institutional clients. The firm’s advisory work centers on financial planning, portfolio management for individuals and small businesses, and selecting third‑party advisers when appropriate. Investment activity shows a clear tilt toward pooled public funds and insurance products rather than direct-stock strategies or thematic/ESG mandates; the firm is not an active ESG investor. Its structure and industry affiliation align it closely with insurance distribution, which informs product mix and client outreach. The firm’s fee arrangements span percentage-of-AUM, hourly and fixed-fee engagements, and other fee models, reflecting a hybrid business that blends brokerage distribution with fee-based planning and portfolio management. Mutual Of Omaha Investor Services, Inc. is a multi-state adviser with a long registration history dating back to 2002, and its client base is weighted heavily toward individual and family relationships.

Assets & Accounts

Public Holdings

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Location & Offices