Calen
Griffin
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Calen Griffin is a financial advisor based in Omaha, Nebraska, working with Mutual Of Omaha Investor Services, Inc. Calen has previously held positions at Mutual Of Omaha Investor Services, Mutual Of Omaha Insurance Company, Jet Splash Car Wash, University Of Nebraska-Lincoln, Hudl, Pinnacle Bank, University Of Nebraska-Lincoln Housing Authority, and Luhrs Certified Seed. Calen has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Nebraska. Currently, Calen is part of Mutual Of Omaha Investor Services, Inc, which operates out of Omaha, Nebraska. 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.
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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
Calen Griffin Work History
Mutual Of Omaha Investor Services
Mutual Of Omaha Insurance Company
Jet Splash Car Wash
University Of Nebraska-Lincoln
Hudl
University Of Nebraska-Lincoln
Pinnacle Bank
University Of Nebraska-Lincoln Housing Authority
Luhrs Certified Seed
University Of Nebraska-Lincoln Housing Authority
University Of Nebraska-Lincoln
Luhrs Certified Seed
Disclosures
Please visit the SEC profile of Calen Griffin 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
Leawood, KS
Waukesha, WI
Phoenix, AZ
Harrisburg, PA
Phoenix, AZ
Grayson, GA
Omaha, NE
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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