Mutual of Omaha Investor Services, Inc.
● SEC registered since 2002CRD 611SEC# 801-61332Omaha, NE
Reg. AUM
$32M
Employees
285
Accounts
144
Location
Omaha, NE
Mutual of Omaha Investor Services, Inc. assets under management
Mutual of Omaha Investor Services, Inc. is a registered investment adviser overseen by the SEC based in Omaha, NE. The firm has been registered since 2002. It reports $32 million in regulatory assets under management and employs 285 people.
Mutual of Omaha Investor Services, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam D Proskovec Control | President And Principal Operations Officer | Under 5% | 2018 |
| Briana Dawn Hughes Control | Chief Compliance Officer | Under 5% | 2023 |
| Evan Richard Bees | Principal Financial Officer | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Mutual of Omaha Investor Services, Inc. manage?
Mutual of Omaha Investor Services, Inc. reports $32 million in regulatory assets under management on its Form ADV.
How many employees does Mutual of Omaha Investor Services, Inc. have?
Mutual of Omaha Investor Services, Inc. reports 285 employees.
Where is Mutual of Omaha Investor Services, Inc. located?
Mutual of Omaha Investor Services, Inc. is based in Omaha, NE and has been SEC-registered since 2002.
Does Mutual of Omaha Investor Services, Inc. disclose fund performance?
Mutual of Omaha Investor Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3300 Mutual of Omaha Plaza, Omaha, NE 68175-1020 |
| Phone | 402-351-3102 |
| Fax | 866-807-9215 |
| Office hours | 8:00 - 4:30 Cst/Cdt |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$32M▲ 32%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 3%
More than 97% of 16,825 advisers
Assets under management
$32Mregulatory AUM
Discretionary $32M