user avatar

Cheryl Farmer

Advisor at Mutual of Omaha Investor Services, Inc.

Updated today

Location

Jasper, GA

Credentials

Series 65

Industry experience

6 years

About

Cheryl Farmer is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 65 credential and six years of industry experience. She has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2019 and also works with U.S. Health Advisors. Outside of advisory work, she is active as a licensed insurance agent specializing in life, health, long-term care, and disability insurance. 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 financial planning, third-party money manager programs, and managed accounts primarily through a network of Investment Advisor Representatives who utilize approved model portfolios and discretionary strategies.

Client services

Based on Mutual of Omaha Investor Services, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Mutual of Omaha Investor Services, Inc.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Based on Mutual of Omaha Investor Services, Inc.

Founder/Business Owner

Fee options

Fixed

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

Commissions

Advisor may receive commissions on insurance and securities products sold separately as registered representatives or insurance agents; commissions vary by product

Project-based

Financial Planning and Consulting: $100 to $500 per hour

Subscriptions

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

Other

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

Location

Jasper, GA

Most active in

Georgia

Work history

Mutual of Omaha Investor Services

2019 - Present (7 years)

Mutual Of Omaha Insurance Company

2019 - Present (7 years)

U. S. Health Advisors

2018 - Present (8 years)

Unemployed

2017 - 2018 (1 year)

Smart Solutions

2013 - 2017 (4 years)

Pika Technologies

2012 - 2017 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Robert M

CFP®, CFA®, Series 65

Big Canoe, GA

Compass Advisors LLC

Robert Moody is a CFP®, CFA®, and Series 65-credentialed financial advisor with 13 years of industry experience. He is the sole advisor at Compass Advisors LLC, an independent firm he has been with since 1998, and has also been associated with Financial Preparedness LLC since 2023. Compass Advisors LLC is a fee-only financial planning firm that serves individual clients with a focus on risk management, income tax planning, retirement, investments, and estate planning. The firm emphasizes managing investment portfolios using individual stocks and exchange-traded funds, tailoring advice to clients’ financial goals, risk tolerance, and tax considerations.

Income planning General retirement planning Wealth management Active portfolio management General tax planning
user avatar

Paul K

Series 63, Series 65

Jasper, GA

Kiker Wealth Management, LLC

Paul Kiker is a financial advisor with Kiker Wealth Management, LLC in Jasper, GA, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Kiker Wealth Management since 2010. Outside of his advisory role, he is the owner of Kiker Ventures, an S corporation established in 2003, and has involvement in fixed insurance sales. Kiker Wealth Management provides financial planning, discretionary portfolio management, and retirement-plan fiduciary consulting to individuals, trusts, estates, and charitable organizations. The firm manages approximately $268.6 million on a discretionary basis for about 803 clients, primarily investing in mutual funds, ETFs, and individual stocks while utilizing both long- and short-term strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting
user avatar

Robert S

Series 65

Jasper, GA

Kiker Wealth Management, LLC

Robert Snelgrove is a financial advisor at Kiker Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to his advisory role, he worked at Northwestern Mutual and held positions in education and management, including at Reinhardt University and several high schools. Kiker Wealth Management provides financial planning, discretionary portfolio management, and retirement-plan fiduciary consulting to individuals, trusts, estates, and charitable organizations. The firm manages approximately $268.6 million on a discretionary basis for about 803 clients, employing a range of investment strategies including mutual funds, ETFs, individual stocks, short sales, and options trading.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting
user avatar

Michael S

CFP®, Series 65

Jasper, GA

Kiker Wealth Management, LLC

Michael Smith is a CFP®-certified financial advisor with nine years of industry experience, currently practicing at Kiker Wealth Management, LLC in Jasper, GA. He has been with Kiker Wealth Management since 2016 and previously worked at Bent Tree Community, Inc. Smith also holds a Series 65 license and is involved in fixed insurance sales on a limited basis. Kiker Wealth Management offers financial planning, discretionary portfolio management, and retirement-plan fiduciary consulting to individuals, trusts, estates, and charitable organizations. The firm manages approximately $268.6 million on a discretionary basis for about 803 clients, employing a range of investment strategies including mutual funds, ETFs, individual stocks, short sales, and options trading.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting
user avatar

John A

Series 66

Jasper, GA

Kiker Wealth Management, LLC

John Alexander is a financial advisor at Kiker Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Kiker Wealth Management since 2017, following four years at Raymond James & Associates, Inc. He is also president of Alexander Wealth Management, LLC, a pass-through entity for tax purposes. Kiker Wealth Management provides financial planning, discretionary portfolio management, and retirement-plan fiduciary consulting to individuals, trusts, estates, and charitable organizations. The firm manages approximately $268.6 million on a discretionary basis for about 803 clients, utilizing mutual funds, ETFs, individual stocks, and both long- and short-term strategies including options and short sales.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting
user avatar

Gregory S

Series 63

Big Canoe, GA

Commonwealth Financial Network

Gregory Stoia is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 42 years of industry experience. He has been with Commonwealth since 2001 and has operated Stoia Financial since 1985. Outside of his advisory work, he serves as Executive Director of the Anne Embree Charitable Foundation. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including model portfolios, personalized indexing, and retirement plan consulting, while offering a platform that supports advisors’ independent practices.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")