Aaron Farver

Mutual of Omaha Investor Services, INC.

3 Years of Experience

Broker

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

201 N. 8th Street, Suite 210, Lincoln, NE, 68508

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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.

Employment History

Current Registrations

Mutual of Omaha Investor Services, INC.

September 2025 - Present · 5 mos

Mutual of Omaha Investor Services, INC.Broker

September 2025 - Present · 5 mos

Previous Registrations

Mwa Financial Services, INC.

June 2022 - August 2025 · 3 yrs 2 mos

Mwa Financial Services INC.Broker

April 2022 - August 2025 · 3 yrs 4 mos

State Registrations3 states

IANESD

AdvisorBrokerBoth

Exams

No exam information available for this advisor.