Franklin
Mohri
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Franklin Mohri is a certified financial planner based out of Los Angeles, California who has 18 years of relevant experience. Mohri is an employee of Mutual Of Omaha Investor Services, Inc. The advisor has gained experience at Santa Monica College and Mutual/United Of Omaha. Mohri maintains Series 63 and Series 66 licenses, designating them as a securities agent, and can serve investors in California and Texas. Mutual Of Omaha Investor Services, Inc is a registered investment business that has its headquarters in Omaha, NE. The firm has offices in 114 locations and a total of 320 employees. It manages $14 million in total assets across its 92 client accounts, placing it among the smaller investment advisory firms in the nation by assets under management. The firm provides services to 10 charitable organizations. Of its 92 accounts, 16% belong to high-net-worth individuals who have greater than $1 million in assets. The firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually are based on the financial services offered. However, fee types billed by Mutual Of Omaha Investor Services, Inc likely include 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
Franklin Mohri Work History
Franklin has been registered as a financial advisor for 18 years.*
Mutual/United Of Omaha
Santa Monica College
*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 Franklin Mohri to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
