Thomas
May

Mutual Of Omaha Investor Services, Inc

CRD#6799103
Investment Advisor
in Concord, CA

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About this Advisor

Thomas May is a financial advisor who works in Concord, California who has 4 years of industry experience. May is currently employed by Mutual Of Omaha Investor Services, Inc. Over the course of their career, they have held roles at Massachusetts Mutual Life Insurance Company, Mml Investors Services, Hanlees Auto Group, Swift Chrysler Dodge Jeep Ram Kia, Nissan Of Vacaville, 2Bennett Audimotive, Mutual Of Omaha Insurance Company and Mutual Of Omaha Investor Services. May has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California. Mutual Of Omaha Investor Services, Inc is a company headquartered in Omaha, NE. The company has offices in 114 locations and a total of 320 advisors. It administers $14 million in total assets among its 92 customer accounts, making it one of the smaller financial advisory firms in the country by assets under management. The firm provides financial advice to 10 charitable organizations. Of its 92 customer accounts, 16% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Mutual Of Omaha Investor Services, Inc has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules usually depend on which service is provided. Fee types charged by Mutual Of Omaha Investor Services, Inc likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1390 Willow Pass Road Ste 1040
Concord, CA 94520

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Mutual Of Omaha Investor Services, Inc Brokerage Details

Total Assets Under Management

$14,275,270

CA Average: $1,978,216,465
Total Number of Employees

320

CA Average: 226
Total Number of Accounts

92

CA Average: 7,467
Average Account Size

$155,166

CA Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Thomas May Work History

Thomas has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Mutual Of Omaha Insurance Company

2019 - Present (5 years)

Mutual Of Omaha Investor Services

2017 - 2019 (2 years)

Massachusetts Mutual Life Insurance Company

2017 - 2019 (2 years)

Mml Investors Services

2016 - 2017 (1 year)

Hanlees Auto Group

2014 - 2016 (2 years)

Swift Chrysler Dodge Jeep Ram Kia

2013 - 2014 (1 year)

Nissan Of Vacaville

2013 - 2013 (< 1 year)

2Bennett Audimotive

*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 Thomas May 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

Zachary Ehlers
Omaha, NE
Marc Gaillard
Blue Bell, PA
Suzanne Odonnell
Omaha, NE
Tyler Vandermeer
Omaha, NE
Nicholas Digilio
Omaha, NE
William Beckett
Omaha, NE
Lucas May
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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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.

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