Christopher
Casey
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Christopher Casey is a financial advisor based in Minneapolis, Minnesota with 9 years of relevant experience. Casey works at Mutual Of Omaha Investor Services, Inc. Their career trajectory has included roles at Mutual/United Of Omaha and Best Buy Enterprise Services. Casey maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Minnesota. Mutual Of Omaha Investor Services, Inc is a registered investment firm headquartered in Omaha, NE. It has offices in 114 locations and a total of 320 financial advisors. It handles $14 million in assets under management across its 92 client accounts, making it one of the smaller financial advisory firms in the United States by assets under management. The firm advises 10 charitable organizations. Of its 92 client accounts, 16% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically depend on which services are provided. Fee types charged by Mutual Of Omaha Investor Services, Inc likely include 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$14,275,270
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
320
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92
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$155,166
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Christopher Casey Work History
Christopher has been registered as a financial advisor for 9 years.*
Mutual/United Of Omaha
Best Buy Enterprise Services
*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 Christopher Casey 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
Omaha, NE
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Sioux Falls, SD
Omaha, NE
Phoenix, AZ
Omaha, NE
Blue Bell, PA
Marlton, NJ
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