Nicholas
Macdonald
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Nicholas Macdonald is a financial advisor based in Minneapolis, Minnesota, working with Mutual Of Omaha Investor Services, Inc. Nicholas has previously held positions at Kingstone Capital Partners, Merrill Lynch, Pierce, Fenner & Smith Inc, Spherion, H&R Block, Bank Of America, N.A, Wells Fargo Clearing Services, Student, Ameritas, Midwest Secure Retirement, Macdonald Wu Financial, Portfolio Medics, Eric Wenger / Vista Capital Inc, Mutual Of Omaha Investor Services, and Mutual Of Omaha Insurance Company. Nicholas has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Minnesota. Currently, Nicholas is part of Mutual Of Omaha Investor Services, Inc, which operates out of Minneapolis, Minnesota. 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
Services Offered
Fee Structure
Office Location
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Mutual Of Omaha Investor Services, Inc Brokerage Details
$15,498,267
285
74
$209,436
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Nicholas Macdonald Work History
Mutual Of Omaha Investor Services
Mutual Of Omaha Insurance Company
Eric Wenger / Vista Capital Inc
Ameritas
Midwest Secure Retirement
Macdonald Wu Financial
Portfolio Medics
Student
Wells Fargo Clearing Services
Merrill Lynch, Pierce, Fenner & Smith Inc
Spherion
H&R Block
Bank Of America, N.A
Kingstone Capital Partners
Disclosures
Please visit the SEC profile of Nicholas Macdonald 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
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