Seth
Bringle

Mutual Of Omaha Investor Services, Inc

CRD#6528861
Investment Advisor
in Clive, IA

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About this Advisor

Seth Bringle is a financial advisor based in Clive, Iowa, working with Mutual Of Omaha Investor Services, Inc. Seth has previously held positions at Mutual Of Omaha Investor Services and Mutual Of Omaha Insurance Company. Seth has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa. Currently, Seth is part of Mutual Of Omaha Investor Services, Inc, which operates out of Clive, Iowa. 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

1820 Nw 118Th St Ste 210
Clive, IA 50325

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Mutual Of Omaha Investor Services, Inc Brokerage Details

Total Assets Under Management

$15,498,267

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

285

IA Average: 226
Total Number of Accounts

74

IA Average: 7,467
Average Account Size

$209,436

IA Average: $264,928

Investment Advisory Services

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

Seth Bringle Work History

2014 - Present (10 years)

Mutual Of Omaha Investor Services

2014 - Present (10 years)

Mutual Of Omaha Insurance Company

Disclosures

Please visit the SEC profile of Seth Bringle 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

Thomas May
Phoenix, AZ
William Beckett
Grayson, GA
Andee Vorel
Omaha, NE
Jeffrey Boe
Englewood, CO
Louis Lizza
Phoenix, AZ
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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