AR
AR

Amanda Michelle Roenfeld

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementBusiness Owners
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

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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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Other Business ActivitiesSells Insurance

Amanda receives trails from Physician's Mutual LTC, earning $14 per month, with no new business.

Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
November 2014 - Present · 11 yrs 3 mos
Mutual of Omaha Investor Services, INC.
August 2006 - Present · 19 yrs 6 mos
Mutual of Omaha Investor Services, INC.Broker
August 2006 - Present · 19 yrs 6 mos
Previous Registrations
Wm Financial Services, INC.Broker
April 2005 - July 2005 · 3 mos
Multi-Financial Securities CorporationBroker
January 2004 - October 2004 · 9 mos
Vestax Securities CorporationBroker
February 2003 - January 2004 · 11 mos
First Command Financial Planning, INC.Broker
July 2001 - March 2003 · 1 yr 8 mos
State Registrations2 states
IANE
AdvisorBrokerBoth
Exams
No exam information available for this advisor.