Adelmarie
Rivera
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Adelmarie Rivera is a financial advisor based out of Colorado Springs, Colorado. Rivera is currently employed by Mutual Of Omaha Investor Services, Inc. During their career, the advisor has held roles at First Command Brokerage Service Inc, Us Army, Mutual Of Omaha Insurance Company and Mutual Of Omaha Investor Services. Rivera maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Colorado. Mutual Of Omaha Investor Services, Inc is a registered investment company that has its headquarters in Omaha, NE. The investment advisory business has offices in 114 locations and a total of 320 financial advisors. It controls $14 million in assets under management across its 92 accounts, placing it among the smaller financial advisory firms in the nation by assets under management. The firm serves 10 charities and foundations. Of its 92 accounts, 16% are held by high-net-worth individuals who have greater than $1 million in assets. 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. Fees charged by financial advisors largely depend on the type of services offered. Fees billed by Mutual Of Omaha Investor Services, Inc most likely consist of some combination 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
Adelmarie Rivera Work History
Adelmarie has been registered as a financial advisor for 0 years.*
Mutual Of Omaha Insurance Company
Mutual Of Omaha Investor Services
First Command Brokerage Service Inc
Us Army
*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 Adelmarie Rivera 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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