Jeffrey
Boe

Mutual Of Omaha Investor Services, Inc

CRD#860769
Investment Advisor
in Englewood, CO

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About this Advisor

Jeffrey Boe is a financial advisor based out of Englewood, Colorado with 6 years of relevant experience. Boe works at Mutual Of Omaha Investor Services, Inc. Over the course of their career, they have held roles at Mutual Of Omaha, Mutual Of Omaha Investor Services, Inc, Moloney Securities Co., Inc and Unemployed/Medical Disability. Boe maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to work in Colorado. Mutual Of Omaha Investor Services, Inc is an advisory company that has its headquarters in Omaha, NE. It has offices in 114 locations and a total of 320 advisors. It administers $14 million in assets under management among its 92 customer accounts, placing it among the smaller firms in the nation by assets under management. The firm advises 10 charitable organizations. Of its 92 client accounts, 16% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually depend on which services the firm provides the client. Fees billed by Mutual Of Omaha Investor Services, Inc most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 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

9155 East Nichols Avenue Ste 250
Englewood, CO 80112

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Mutual Of Omaha Investor Services, Inc Brokerage Details

Total Assets Under Management

$14,275,270

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

320

CO Average: 226
Total Number of Accounts

92

CO Average: 7,467
Average Account Size

$155,166

CO Average: $264,928

Investment Advisory Services

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

Jeffrey Boe Work History

Jeffrey has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Mutual Of Omaha Investor Services, Inc

2015 - Present (9 years)

Mutual Of Omaha

2014 - 2014 (< 1 year)

Moloney Securities Co., Inc

2014 - 2015 (1 year)

Unemployed/Medical Disability

2013 - 2014 (1 year)

Mutual Of Omaha Investor Services, Inc

2011 - 2014 (3 years)

Mutual Of Omaha

*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 Jeffrey Boe 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

Daniel Anderson
Irving, TX
Charles Noriega
Indianapolis, IN
Brent Paulsen
Sioux Falls, SD
Marc Gaillard
Blue Bell, PA
Thomas May
Concord, CA
Nicholas Digilio
Omaha, NE
Sherif Shaban
Marlton, NJ
Matthew Dodd
Phoenix, AZ

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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