Ashton
Glaser

Mutual Of Omaha Investor Services, Inc

CRD#6373892
Investment Advisor
in Springfield, MO

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About this Advisor

Ashton Glaser is a financial advisor based in Springfield, Missouri, working with Mutual Of Omaha Investor Services, Inc. Ashton has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Springfield Grocer Co, Northwestern Mutual Wealth Management Company, Morgan Stanley, Mutual Of Omaha Insurance Company, and Mutual Of Omaha Investor Services. Ashton has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Missouri. Currently, Ashton is part of Mutual Of Omaha Investor Services, Inc, which operates out of Springfield, Missouri. 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 66

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

3555 South Culpepper Circle Suite 100
Springfield, MO 65804

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Mutual Of Omaha Investor Services, Inc Brokerage Details

Total Assets Under Management

$15,498,267

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

285

MO Average: 226
Total Number of Accounts

74

MO Average: 7,467
Average Account Size

$209,436

MO Average: $264,928

Investment Advisory Services

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

Ashton Glaser Work History

2018 - Present (7 years)

Mutual Of Omaha Insurance Company

2018 - Present (7 years)

Mutual Of Omaha Investor Services

2018 - 2018 (< 1 year)

Morgan Stanley

2017 - 2018 (1 year)

Northwestern Mutual Wealth Management Company

2015 - 2018 (3 years)

Northwestern Mutual Investment Services LLC

2014 - 2018 (4 years)

Northwestern Mutual Life Insurance Company

2014 - 2014 (< 1 year)

Springfield Grocer Co

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Disclosures

Please visit the SEC profile of Ashton Glaser 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

Michael Jund
Braintree, MA
James Kearse
Englewood, CO
Jeffrey Boe
Englewood, CO
Zachary Sippl
La Crosse, WI
Louis Lizza
Phoenix, AZ
Jerry Hurt
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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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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