TrueAdvisor
TrueAdvisor
AS
AS

Alfred Joseph Skar

Mutual of Omaha Investor Services, INC.
27 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementBusiness Owners
Mutual of Omaha Investor Services, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
262 advisors
Number of Clients
6,885 clients
Average Client Portfolio
$4K average
Assets Under Management
$24.4M

Fee Structure

Location

Mutual of Omaha Plaza, Omaha, NE, 68175

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
May 2011 - Present · 14 yrs 9 mos
Mutual of Omaha Investor Services, INC.Broker
February 2000 - Present · 26 yrs
Mutual of Omaha Investor Services, INC.
February 2000 - Present · 26 yrs
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
March 1997 - October 1998 · 1 yr 7 mos
Northwestern Mutual Investment Services, LLCBroker
March 1997 - October 1998 · 1 yr 7 mos
Waddell & Reed, INC.Broker
November 1996 - February 1997 · 3 mos
State Registrations3 states
NENMOR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.