Advisor at Mutual of Omaha Investor Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mutual of Omaha Investor Services, Inc.
Location
Stanley, VA
Credentials
ChFC®, Series 63, Series 65
Industry experience
18 years
Financial planning fixed fees generally range $500 to $25,000; financial consulting fixed fees generally $100 to $5,000; financial plan reviews flat fees typically $250 to $5,000
Possible commissions from investment, insurance, or other product purchases through the firm or affiliates; may reduce advisory fees if commissions received
Financial planning and consulting hourly fees range from $100 to $500 per hour
Account minimum: Generally $500 minimum fixed fee for financial planning; no explicit minimum investment account size stated for advisory services Minimum fee: Financial planning fixed fees generally minimum $500, maximum $25,000; financial consulting fixed fees minimum $100, maximum $5,000 Fee-only: Financial planning and consulting fees under fixed fee or hourly arrangements without commissions
Mutual of Omaha Investor Services
2023 - Present (3 years)
Mutual of Omaha Insurance Company
2022 - Present (4 years)
Assurance IQ LLC
2022 - 2022 (1 year)
United Laboratories Inc
2021 - 2022 (1 year)
AAA Club Alliance Inc
2011 - 2021 (10 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
Luray, VA
Edward Jones
Series 63, Series 66
Luray, VA
Edward Jones
CFP®, ChFC®, Series 63, Series 65
Mt Jackson, VA
Valic Financial Advisors
Series 63, Series 65
Elkton, VA
Cetera
CFP®, Series 66
Mount Jackson, VA
Edward Jones
Series 66
Luray, VA
LPL Financial
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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")