Thomas
Hoover
Mutual Of Omaha Investor Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Thomas Hoover is a financial advisor working out of Miami, Florida who has 1 year of relevant experience. Hoover currently works for Mutual Of Omaha Investor Services, Inc. Their career trajectory has included roles at Guardian Life Insurance Company, Park Avenue Securities, Mutual Of Omaha Investor Services, Northwestern Mutual Investment Services, LLC and Mutual Of Omaha Insurance Company. Hoover holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to advise clients in Florida. Mutual Of Omaha Investor Services, Inc is a registered investment company headquartered in Omaha, NE. The company has offices in 114 locations and a total of 320 financial advisors. It oversees $14 million in assets under management among its 92 client accounts, making it one of the smaller investment advisory firms in the country by assets under management. The firm serves 10 charitable organizations. Of its 92 client accounts, 16% are associated with high-net-worth investors who have greater than $1 million in assets. The business provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually depend on which services the firm provides the client. Fees billed by Mutual Of Omaha Investor Services, Inc may include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Thomas Hoover Work History
Thomas has been registered as a financial advisor for 1 years.*
Mutual Of Omaha Investor Services
Mutual Of Omaha Insurance Company
Guardian Life Insurance Company
Park Avenue Securities
Northwestern Mutual Investment Services, LLC
*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 Hoover 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
Atlanta, GA
Phoenix, AZ
Irving, TX
Tampa, FL
Blue Bell, PA
La Center, WA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
