Ryan
Ederle

Mutual Of Omaha Investor Services, Inc

CRD#6078861
Investment Advisor
in Saint Louis, MO

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About this Advisor

Ryan Ederle is a financial advisor working out of Saint Louis, Missouri, with 5 years of industry experience. Ederle is on the advisory team at Mutual Of Omaha Investor Services, Inc. The advisor has gained experience at Kevin Wingenbach State Farm, Kforce, Wells Fargo Advisors, Country Financial, Massmutual Life Insurance Co, Msi Financial Services, Mml Investors Services, LLC, Mutual Of Omaha Investor Services and Mutual Of Omaha Insurance Company. Ederle has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Missouri. Mutual Of Omaha Investor Services, Inc is a firm operating out of Omaha, NE. It has offices in 114 locations and a total of 320 employees. It oversees $14 million in assets across its 92 customer accounts, making it one of the smaller firms in the country by assets under management. The firm serves 10 charitable organizations. Of its 92 client accounts, 16% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules usually vary depending on the type of services offered. However, fee types billed by Mutual Of Omaha Investor Services, Inc most likely include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 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

3636 South Geyer Road Ste 150
Saint Louis, MO 63127

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Mutual Of Omaha Investor Services, Inc Brokerage Details

Total Assets Under Management

$14,275,270

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

320

MO Average: 226
Total Number of Accounts

92

MO Average: 7,467
Average Account Size

$155,166

MO Average: $264,928

Investment Advisory Services

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

Ryan Ederle Work History

Ryan has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Mutual Of Omaha Investor Services

2018 - Present (6 years)

Mutual Of Omaha Insurance Company

2017 - 2018 (1 year)

Massmutual Life Insurance Co

2017 - 2017 (< 1 year)

Msi Financial Services

2017 - 2018 (1 year)

Mml Investors Services, LLC

2015 - 2017 (2 years)

Country Financial

2014 - 2015 (1 year)

Wells Fargo Advisors

2013 - 2013 (< 1 year)

Kevin Wingenbach State Farm

2013 - 2014 (1 year)

Kforce

*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 Ryan Ederle 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

Thomas May
Concord, CA
Marc Gaillard
Blue Bell, PA
Zachary Ehlers
Omaha, NE
Lucas May
Omaha, NE
William Beckett
Omaha, NE
Nicholas Digilio
Omaha, NE
Sherif Shaban
Marlton, NJ
Tyler Vandermeer
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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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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