Chase
Di Bella

Mutual Of Omaha Investor Services, Inc

CRD#6799849
Investment Advisor
in Des Plaines, IL

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About this Advisor

Chase Di Bella is a financial advisor based in Des Plaines, Illinois, working with Mutual Of Omaha Investor Services, Inc. Chase has previously held positions at Mutual Of Omaha Insurance Company, Mutual Of Omaha Investor Services, Sterling Fire Department, Fifth Third Bank, Fedex Freight, Rim Logistics, and Schooling and Student. Chase has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Chase is part of Mutual Of Omaha Investor Services, Inc, which operates out of Des Plaines, Illinois. The firm has 91 offices and 285 employees. The firm manages assets totaling $15.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Mutual Of Omaha Investor Services, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

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

6400 Shafer Ct Suite 175
Des Plaines, IL 60018

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Mutual Of Omaha Investor Services, Inc Brokerage Details

Total Assets Under Management

$15,498,267

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

285

IL Average: 226
Total Number of Accounts

74

IL Average: 7,467
Average Account Size

$209,436

IL Average: $264,928

Investment Advisory Services

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

Chase Di Bella Work History

2017 - Present (7 years)

Mutual Of Omaha Insurance Company

2017 - Present (7 years)

Mutual Of Omaha Investor Services

2016 - 2016 (< 1 year)

Sterling Fire Department

2016 - 2017 (1 year)

Fifth Third Bank

2016 - 2016 (< 1 year)

Student

2015 - 2016 (1 year)

Fedex Freight

2014 - 2014 (< 1 year)

Rim Logistics

2014 - 2015 (1 year)

Student

2001 - 2016 (15 years)

Schooling

Disclosures

Please visit the SEC profile of Chase Di Bella 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

Zachary Sippl
La Crosse, WI
Michael Jund
Braintree, MA
Jeffrey Boe
Englewood, CO
Thomas May
Phoenix, AZ
Louis Lizza
Phoenix, AZ
Calen Griffin
Omaha, NE
Suhey Rios Perez
Miami, FL

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