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| Keyboard |
| Mutual of Omaha Investor Services Inc
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|---|---|
| CRD # | 611 |
| SEC # | 801-61332 |
| CIK # | |
| AUM | 32.0 M (2026-06-09) |
| Employees | 285 (100% Investors, 73% Brokers) |
| Phone | 402-351-3102 |
| Address | 3300 Mutual of Omaha Plaza Omaha, NE 68175-1020 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,285 | 8.5 |
| (b) Individuals (high net worth individuals) | 1,595 | 23.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 35 | 0.0 |
| (h) Charitable organizations | 10 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 100 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 144 | 32.0 |
| By Discretionary | ||
| Discretionary | 144 | 32.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 144 | 32.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 32.0 | |
| Total | 144 | 32.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 6,880 |
| Serves | Institutional, Retail |
| LEI | 254900CK4E2WAKF02156 |
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|---|---|---|
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|
American Financial Management Ltd
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|
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|
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|
Old Field Advisors LLC
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