Seth
Mitchell
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Seth Mitchell is a chartered financial analyst based in Boca Raton, Florida who has 1 year of relevant experience. Mitchell currently works for Mutual Of Omaha Investor Services, Inc. During their career, the advisor has held roles at United States Department Of Commerce, Northwestern Mutual Wealth Management Company, New York Life Insurance Company, Joseph Small, Eagle Strategies, LLC, Generational Equity LLC, Mutual Of Omaha Insurance Company, Mutual Of Omaha Investor Services, Bloomingdales Inc, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Target Corporation and Nylife Securities LLC. Mitchell maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to operate in Florida. 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 between its 92 client accounts, placing it among the smaller firms in the country by assets under management. The firm advises 10 charitable organizations. Of its 92 customer accounts, 16% belong to high-net-worth investors who have greater than $1 million in assets. The business provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules usually vary depending on the type of financial services provided. Fees billed by Mutual Of Omaha Investor Services, Inc most likely are comprised of some blend 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
Seth Mitchell Work History
Seth has been registered as a financial advisor for 1 years.*
Mutual Of Omaha Insurance Company
Mutual Of Omaha Investor Services
Joseph Small
Northwestern Mutual Wealth Management Company
Eagle Strategies, LLC
Generational Equity LLC
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
New York Life Insurance Company
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Nylife Securities LLC
United States Department Of Commerce
Target Corporation
Bloomingdales Inc
*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 Seth Mitchell 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
Indianapolis, IN
Houston, TX
Omaha, NE
Omaha, NE
Blue Bell, PA
Omaha, NE
Marlton, NJ
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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