Hyatt
Harper

Mutual Of Omaha Investor Services, Inc

CRD#5336360
Investment Advisor
in Waukesha, WI

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About this Advisor

Hyatt Harper is a certified financial planner working out of Waukesha, Wisconsin, who has 11 years of industry experience. Harper is currently employed by Mutual Of Omaha Investor Services, Inc. They have spent their entire career at Mutual Of Omaha Investor Services, Inc. Harper holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Minnesota and Wisconsin. Mutual Of Omaha Investor Services, Inc is an advisory business operating out of Omaha, NE. The firm has offices in 114 locations and a total of 320 financial advisors. It handles $14 million in assets under management among its 92 customer accounts, placing it among the smaller firms in the country by assets under management. The firm serves 10 charitable organizations. Of its 92 customer accounts, 16% are held by high-net-worth investors who have greater than $1 million in assets. The company performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees vary depending on which service is offered. However, fee types billed by Mutual Of Omaha Investor Services, Inc most likely consist of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

11 years

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

N16W23217 Stone Ridge Drive Ste 120
Waukesha, WI 53188

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Mutual Of Omaha Investor Services, Inc Brokerage Details

Total Assets Under Management

$14,275,270

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

320

WI Average: 226
Total Number of Accounts

92

WI Average: 7,467
Average Account Size

$155,166

WI Average: $264,928

Investment Advisory Services

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

Hyatt Harper Work History

Hyatt has been registered as a financial advisor for 11 years.*

2006 - Present (18 years)

Mutual Of Omaha Insurance Co

*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 Hyatt Harper 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

Jason Kyle
Tampa, FL
Tijuana Stuart
Atlanta, GA
Daniel Anderson
Irving, TX
Thomas May
Concord, CA
Tyler Vandermeer
Omaha, NE
Jeffrey Keller
Omaha, NE
Brent Paulsen
Sioux Falls, SD

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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