Jeffrey
Walker
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Jeffrey Walker is a financial advisor based in Peoria, Illinois, working with Mutual Of Omaha Investor Services, Inc. Jeffrey has previously held positions at New York Life Insurance Company, Nylife Securities LLC, Mutual Of Omaha Investor Services, and Mutual Of Omaha Insurance Company. Jeffrey has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, Jeffrey is part of Mutual Of Omaha Investor Services, Inc, which operates out of Peoria, 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
Services Offered
Fee Structure
Office Location
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Mutual Of Omaha Investor Services, Inc Brokerage Details
$15,498,267
285
74
$209,436
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jeffrey Walker Work History
Mutual Of Omaha Investor Services
Mutual Of Omaha Insurance Company
Nylife Securities LLC
New York Life Insurance Company
Disclosures
Please visit the SEC profile of Jeffrey Walker 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
Grayson, GA
Waukesha, WI
Omaha, NE
Englewood, CO
Phoenix, AZ
Phoenix, AZ
Omaha, NE
Miami, FL
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