Brent
Herrera
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Brent Herrera is a financial advisor operating in Concord, California with a total of 5 years of industry experience. Herrera works at Mutual Of Omaha Investor Services, Inc. Over the course of their career, they have held roles at Mutual Of Omaha Investor Services, Mutual Of Omaha Insurance Company, Fremont Bank, Jj'S Pie Co and Downunder Cafe. Herrera has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California. Mutual Of Omaha Investor Services, Inc is a company based in Omaha, NE. The firm has offices in 114 locations and a total of 320 advisors. It manages $14 million in total assets between its 92 client accounts, placing it among the smaller investment advisory firms in the nation by assets under management. The firm advises 10 charities and foundations. Of its 92 client accounts, 16% are associated with high-net-worth individuals who have more than $1 million in investable assets. Mutual Of Omaha Investor Services, Inc provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees typically vary depending on the financial services offered. However, fee types charged by Mutual Of Omaha Investor Services, Inc may include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mutual Of Omaha Investor Services, Inc Brokerage Details
$14,275,270
320
92
$155,166
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brent Herrera Work History
Brent has been registered as a financial advisor for 5 years.*
Mutual Of Omaha Investor Services
Mutual Of Omaha Insurance Company
Fremont Bank
Jj'S Pie Co
Downunder Cafe
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brent Herrera to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mutual Of Omaha Investor Services, Inc
La Center, WA
Marlton, NJ
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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