Shane
Swanson
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Shane Swanson is a financial advisor based in Des Plaines, Illinois, working with Mutual Of Omaha Investor Services, Inc. Shane has previously held positions at Nylife Securities LLC, Eagle Strategies LLC, New York Life Insurance Company, Mutual Of Omaha Insurance Company, and Mutual Of Omaha Investor Services. Shane has passed the Series 63 regulatory exam and is registered to provide services in Illinois. Currently, Shane 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
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
Shane Swanson Work History
Mutual Of Omaha Insurance Company
Mutual Of Omaha Investor Services
New York Life Insurance Company
New York Life Insurance Company
Eagle Strategies LLC
Eagle Strategies LLC
Nylife Securities LLC
Nylife Securities LLC
Disclosures
Please visit the SEC profile of Shane Swanson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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