Adam D Olson

CFP

Mutual of Omaha Investor Services, INC.

14 Years of Experience

1 DisclosureBrokerSells Insurance

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

2006 Market Lane, Norfolk, NE, 68701

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History

Regulatory History (1)

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Customer Dispute

October 2022

Denied

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Other Business ActivitiesSells Insurance

Adam is a partner in Reiser Insurance Group, a property and casualty agency, dedicating about half of his time to it. He is also an insurance agent selling health, life, annuity, dental, and vision insurance, and is involved in various other activities including board memberships, writing, speaking, farming, and real estate.

Employment History

Current Registrations

Mutual of Omaha Investor Services, INC.

January 2012 - Present · 14 yrs 1 mo

Mutual of Omaha Investor Services, INC.Broker

September 2011 - Present · 14 yrs 5 mos

State Registrations21 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.