Mutual Of Omaha Investor Services, Inc.
Mutual Of Omaha Investor Services, Inc. is an SEC-registered mass-market adviser in Omaha, NE with $32.0M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Mutual Of Omaha Investor Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 611, SEC 801-61332, data through 2026-06-09.
- AUM (assets under management / regulatory AUM)
- $32.0M (2026-06-09)
- Firm type
- Mass-Market Adviser
- Location
- Omaha, NE
- Employees
- 285
- Clients
- 7,025
- CRD
- 611
- Ownership
- WEEKLY, JOHN WILLIAM; AUGUSTYN, LINDA KAY; WITT, RICHARD ALLEN; MUTUAL OF OMAHA HOLDINGS INC.; NEARY, DANIEL PAUL
How much AUM does Mutual Of Omaha Investor Services, Inc. have?
Mutual Of Omaha Investor Services, Inc. reported $32.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-09).
Who owns Mutual Of Omaha Investor Services, Inc.?
Disclosed owners and executives of Mutual Of Omaha Investor Services, Inc. include WEEKLY, JOHN WILLIAM, AUGUSTYN, LINDA KAY, WITT, RICHARD ALLEN, MUTUAL OF OMAHA HOLDINGS INC., NEARY, DANIEL PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.