Craig
Reiser
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Craig Reiser is a financial advisor based out of Omaha, Nebraska with 15 years of industry experience. Reiser is currently employed by Mutual Of Omaha Investor Services, Inc. During their career, Reiser has held roles at Reiser Insurance and United/Mutual Of Omaha. Reiser holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Nebraska. Mutual Of Omaha Investor Services, Inc is a firm operating out of Omaha, NE. The company has offices in 114 locations and a total of 320 people on staff. It has $14 million in assets under management between its 92 accounts, making it one of the smaller financial advisory firms in the United States by assets under management. The firm serves 10 charitable organizations. Of its 92 accounts, 16% are associated with high-net-worth investors who have greater than $1 million in assets. Mutual Of Omaha Investor Services, Inc has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees vary depending on which services the firm provides the client. However, fee types billed by Mutual Of Omaha Investor Services, Inc likely are comprised 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
Craig Reiser Work History
Craig has been registered as a financial advisor for 15 years.*
United/Mutual Of Omaha
Reiser Insurance
*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 Craig Reiser 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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