Michael
Jund
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Michael Jund is a financial advisor who works out of Braintree, Massachusetts who has 1 year of industry experience. Jund is on the advisory team at Mutual Of Omaha Investor Services, Inc. The advisor has gained experience at American United Life, The O.N. Equity Sales Company, Thrivent Investment Management Inc, Thrivent Financial, Oneamerica Securities, Hornor Townsend & Kent Inc, New York Life Insurance Co, Nylife Securities LLC, Proadvisor Coach, Mutual Of Omaha Insurance Company, Mutual Of Omaha Investor Services and Eagle Strategies LLC. Jund maintains Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Massachusetts. Mutual Of Omaha Investor Services, Inc is an advisory company based in Omaha, NE. The company has offices in 114 locations and a total of 320 people on staff. It controls $14 million in assets under management among its 92 accounts, making it one of the smaller investment advisory firms in the United States by assets under management. The firm serves 10 charitable organizations. Of its 92 client accounts, 16% are associated with high-net-worth investors who have greater than $1 million in assets. Mutual Of Omaha Investor Services, Inc provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees largely depend on which services the firm provides the client. Fee types charged by Mutual Of Omaha Investor Services, Inc can be comprised of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mutual Of Omaha Investor Services, Inc Brokerage Details
$14,275,270
320
92
$155,166
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Jund Work History
Michael has been registered as a financial advisor for 1 years.*
Mutual Of Omaha Insurance Company
Mutual Of Omaha Investor Services
Nylife Securities LLC
Eagle Strategies LLC
New York Life Insurance Co
Proadvisor Coach
Hornor Townsend & Kent Inc
Oneamerica Securities
American United Life
Thrivent Investment Management Inc
Thrivent Financial
The O.N. Equity Sales Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Jund 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
Irving, TX
Concord, CA
Blue Bell, PA
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
The content in this profile was updated by SmartAsset on 4/16/2023. 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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