MUTUAL OF OMAHA INVESTOR SERVICES, INC.

3300 Mutual Of Omaha Plaza
Omaha, Nebraska 68175-1020
Tel: 402-351-3102

About MUTUAL OF OMAHA INVESTOR SERVICES, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC, formally registered with the SEC as MUTUAL OF OMAHA INVESTOR SERVICES, INC. The firm was established in 07/30/2002. They have over 92 offices throughout the country.

MUTUAL OF OMAHA INVESTOR SERVICES, INC. is a Omaha, Nebraska based Financial Planning firm with nearly $15,498,267 assets under management, offering retirement planning & investment advisory services to 74 clients. The firm is staffed with 285 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	611
SEC#	801-61332
Assets Managed by Firm	$15,498,267
No. of Clients	74
No. of Advisors	285

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PROMOTER FEES AND THIRD PARTY MONEY MANAGER FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	74	$15,498,267
Individuals (other than high net worth individuals)	5230	$4,930,353
High net worth individuals	1070	$10,567,914

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