Advisor at Mutual of Omaha Investor Services, Inc.
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Firm
Mutual of Omaha Investor Services, Inc.
Location
Clovis, CA 93611
Credentials
Series 63, Series 66
Industry experience
22 years
Brooke Barnes is a financial advisor at Mutual of Omaha Investor Services, Inc. with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Mutual of Omaha since 2006. In addition to her advisory role, she is an insurance agent specializing in life, health, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of financial planning and managed account solutions through its network of Investment Advisor Representatives.
Based on Mutual of Omaha Investor Services, Inc.
Based on Mutual of Omaha Investor Services, Inc.
Financial Planning Fixed Fees: Minimum generally $500 up to $25,000; Financial Consulting Fixed Fees: $100 minimum, generally not exceeding $5,000; Financial Plan Reviews: $250 to $5,000
Advisor may receive commissions on insurance and securities products sold separately as registered representatives or insurance agents; commissions vary by product
Financial Planning and Consulting: $100 to $500 per hour
Ongoing Financial Planning Support fees: $25 to $300 per month or $75 to $900 per quarter (individuals); $25 to $2,000 per month or $75 to $6,000 per quarter (businesses); Retirement Plan Consulting Services fees: $25 to $2,000 per month or $75 to $6,000 per quarter
Fee-only: Financial Planning: $100 to $500 per hour; Financial Consulting: $100 to $500 per hour; Ongoing Financial Planning Support: $25 to $300 per month or $75 to $900 per quarter (individuals), $25 to $2,000 per month or $75 to $6,000 per quarter (businesses); Retirement Plan Consulting Services: $25 to $2,000 per month or $75 to $6,000 per quarter; Financial Plan Reviews: $250 to $5,000; Financial Consulting Fixed Fees: $100 to $5,000
2491 Alluvial Ave., Ste. #100
Clovis, CA 93611
California
Mutual of Omaha / United
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Fresno, CA
Diversified Wealth Management Solutions, LLC
CFP®, CRPC®
Fresno, CA
Coffeehouse Capital
Welcome to Coffeehouse Capital! I’m the Founder and President of Coffeehouse Capital, an independent fee-only financial planning and investment management firm. I’ve been in the banking and Wealth Management industry since 2007, first with Bank of America, Banc of America Investments, then Merrill Lynch. As a CFP® professional and fiduciary, I now provide comprehensive financial planning, wealth management and financial advice to a broader population. With years of experience, my mission is to help build and manage wealth through comprehensive financial planning and education. I have experience serving busy professionals and families, current and future retirees and business owners. I am a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning CounselorSM. Chartered Retirement Planning CounselorSM I work with clients in person in the surrounding central California area or virtually anywhere through the use of technology. Areas of experience include: 529 College Education Planning Assessing and analyzing current financial and life goals Asset allocation review, education and strategies Cash flow and retirement planning Creating and managing GOALs based financial plans Creating and managing GOALs based investment portfolios Digital asset education Investment education Levering and coordinating with other professionals (CPAs, EAs, Estate Planning Attorney’s, Insurance, etc.) Loss of loved ones Ongoing financial plan and investment monitoring Organizing for Financial wellness Reviewing and managing 401(k), 457 (b)s and traditional retirement plans It all starts with a conversation, let's connect!
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