Janamarie
Salocks
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Janamarie Salocks is a financial advisor based out of Concord, California who has 4 years of industry experience. Salocks is on the advisory team at Mutual Of Omaha Investor Services, Inc. Throughout their career, they have worked at Charles Salocks, 360 Photo Tour - Google Trusted Photography, Boone Gallery And Community Studio, Jack Vetter Law Offices, Ucla Extension, Davis Graduate, Mutual Of Omaha Investor Services and Mutual Of Omaha Insurance. Salocks holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in California. Mutual Of Omaha Investor Services, Inc is a registered investment company that has its headquarters in Omaha, NE. The company has offices in 114 locations and a total of 320 employees. It has $14 million in total assets among its 92 client accounts, making it one of the smaller firms in the country by assets under management. The firm provides services to 10 charities and foundations. Of its 92 accounts, 16% are held by high-net-worth investors who have more than $1 million in assets. Mutual Of Omaha Investor Services, Inc has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely depend on which services are provided. However, fee types billed by Mutual Of Omaha Investor Services, Inc most likely are comprised 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
Janamarie Salocks Work History
Janamarie has been registered as a financial advisor for 4 years.*
Mutual Of Omaha Investor Services
Mutual Of Omaha Insurance
Charles Salocks
Davis Graduate
Jack Vetter Law Offices
360 Photo Tour - Google Trusted Photography
Ucla Extension
Boone Gallery And Community Studio
*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 Janamarie Salocks 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
Tampa, FL
Atlanta, GA
Omaha, NE
Omaha, NE
Omaha, NE
Sioux Falls, SD
Omaha, NE
Blue Bell, PA
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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