RIA Intel›Advisers›Nebraska›MUTUAL OF OMAHA INVESTOR SERVICES, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Advisory

N·OMAHA, NE

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$32M
1-Year AUM Growth
+57.1%
3-Year CAGR
+34.5%
Employees
285
Assets Under Management
Total AUM$32M
Discretionary AUM$32M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients6,885
Team
Total Employees285
Investment Advisers285
Employee Growth (1Y)-2.8%
Filing History
Total Filings on Record91
First FilingNov 20, 2002
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 91 historical filings spanning 24+ years
Sign up free to view →
Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

Sign up free to unlock
📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

Sign up free to unlock
👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

Sign up free to unlock
🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Sign up free to unlock

Get the full picture on MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.

Sign up free →