Thomas
Mcnulty

Mutual Of Omaha Investor Services, Inc

CRD#5790732
Investment Advisor
in Tinley Park, IL

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About this Advisor

Thomas Mcnulty is a financial advisor based in Tinley Park, Illinois, working with Mutual Of Omaha Investor Services, Inc. Thomas has previously held a position at Mutual Of Omaha. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Thomas is part of Mutual Of Omaha Investor Services, Inc, which operates out of Tinley Park, 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

Tinley Park, IL

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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

Thomas Mcnulty Work History

2009 - Present (15 years)

Mutual Of Omaha

Disclosures

Please visit the SEC profile of Thomas Mcnulty 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

Kyle Swan
Waukesha, WI
Thomas May
Phoenix, AZ
Michael Eicher
Harrisburg, PA
Louis Lizza
Phoenix, AZ
Jeffrey Boe
Englewood, CO
Calen Griffin
Omaha, NE
Suhey Rios Perez
Miami, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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