Derek
Burry
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Derek Burry is a financial advisor based out of Omaha, Nebraska, who has 12 years of industry experience. Burry currently works for Mutual Of Omaha Investor Services, Inc. During their career, the advisor has held roles at Mutual Of Omaha and Mutual Of Omaha Investor Services, Inc. Burry holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Nebraska. Mutual Of Omaha Investor Services, Inc is a company headquartered in Omaha, NE. The investment advisory business has offices in 114 locations and a total of 320 employees. It handles $14 million in assets among its 92 accounts, placing it among the smaller investment advisory firms in the country by assets under management. The firm provides services to 10 charitable organizations. Of its 92 accounts, 16% are associated with high-net-worth investors who have at least $1 million in investable assets. The firm provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely vary depending on which service is offered. However, fee types charged by Mutual Of Omaha Investor Services, Inc may include 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
Derek Burry Work History
Derek has been registered as a financial advisor for 12 years.*
Mutual Of Omaha
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 Derek Burry 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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