Joseph
Hammer

Mutual Of Omaha Investor Services, Inc

CRD#7093450
Investment Advisor
in Englewood, CO

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About this Advisor

Joseph Hammer is a financial advisor who works in Englewood, Colorado who has 4 years of relevant experience. Hammer works at Mutual Of Omaha Investor Services, Inc. During their career, the advisor has held roles at Mutual Of Omaha Investor Servcies, Adp, Full-Time Education (Colorado State University), Colorado Department Of Transportation (Cdot), Colorado State University Campus Recreation, South Suburban Parks And Recreation and Mutual Of Omaha Insurance Company. Hammer has a Series 65 license, certifying them as an investment advisor representative, and is able to work in Colorado. Mutual Of Omaha Investor Services, Inc is a financial advisory business operating out of Omaha, NE. The investment advisory business has offices in 114 locations and a total of 320 advisors. It handles $14 million in assets between its 92 customer accounts, making it one of the smaller financial advisory firms in the country by assets under management. The firm serves 10 charitable organizations. Of its 92 accounts, 16% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees typically vary depending on the financial services offered. However, fee types charged by Mutual Of Omaha Investor Services, Inc most likely include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

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

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

Joseph Hammer Work History

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

2019 - Present (5 years)

Mutual Of Omaha Investor Servcies

2019 - Present (5 years)

Mutual Of Omaha Insurance Company

2016 - 2019 (3 years)

Adp

2015 - 2015 (< 1 year)

Colorado Department Of Transportation (Cdot)

2014 - 2016 (2 years)

Colorado State University Campus Recreation

2012 - 2016 (4 years)

Full-Time Education (Colorado State University)

2010 - 2014 (4 years)

South Suburban Parks And Recreation

*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 Joseph Hammer 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

George Mcdow
Lancaster, SC
Daniel Boynton
La Center, WA
Larry Phillips
Glen Allen, VA
Lucas May
Omaha, NE
Matthew Dodd
Phoenix, AZ
William Beckett
Omaha, NE
Daniel Anderson
Irving, TX
Jason Kyle
Tampa, FL

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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