Saul
Perez
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Saul Perez is a financial advisor based in Ontario, California. Perez currently works for Mutual Of Omaha Investor Services, Inc. Throughout their career, they have worked at Wells Fargo Bank, Chase Bank, Student, Crown Toyota, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Massmutual Pacific Coast, Mutual Of Omaha Insurance Company, Mutual Of Omaha Investor Services and Revamp Properties, LLC. Perez maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in California. Mutual Of Omaha Investor Services, Inc is a registered investment firm 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 assets between its 92 accounts, making it one of the smaller financial advisory firms in the nation by assets under management. The firm advises 10 charities and foundations. Of its 92 client accounts, 16% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically depend on which service is offered. However, fee types charged by Mutual Of Omaha Investor Services, Inc most likely consist 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
Saul Perez Work History
Saul has been registered as a financial advisor for 0 years.*
Mutual Of Omaha Investor Services
Mutual Of Omaha Insurance Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
Massmutual Pacific Coast
Revamp Properties, LLC
Northwestern Mutual Life Insurance Company
Chase Bank
Crown Toyota
Wells Fargo Bank
Student
*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 Saul Perez 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
Sioux Falls, SD
Omaha, NE
Phoenix, AZ
Blue Bell, PA
Omaha, NE
Omaha, NE
Marlton, NJ
Omaha, NE
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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