Samm
Tague
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Samm Tague is a financial advisor operating out of Saint Louis, Missouri with a total of 13 years of relevant experience. Tague is on the advisory team at Mutual Of Omaha Investor Services, Inc. During their career, the advisor has held roles at Mutual/United Of Omaha Insurance Company and Mutual Of Omaha Investor Services, Inc. Tague maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Missouri. Mutual Of Omaha Investor Services, Inc is a registered investment company headquartered in Omaha, NE. The firm has offices in 114 locations and a total of 320 people on staff. It handles $14 million in assets across its 92 customer accounts, making it one of the smaller financial advisory firms in the country by assets under management. The firm provides services to 10 charitable organizations. Of its 92 client accounts, 16% are held by high-net-worth clients who have more than $1 million in assets. The business offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules usually vary depending on which service is provided. However, fee types charged by Mutual Of Omaha Investor Services, Inc likely consist of any combination of 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
$14,275,270
320
92
$155,166
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Samm Tague Work History
Samm has been registered as a financial advisor for 13 years.*
Mutual/United Of Omaha Insurance Company
Mutual Of Omaha Investor Services, Inc
*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 Samm Tague to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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