Heidi
Kalafut
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Heidi Kalafut is a financial advisor based in Omaha, Nebraska, with 5 years of industry experience. Kalafut currently works for Mutual Of Omaha Investor Services, Inc. During their career, Kalafut has held roles at Mutual Of Omaha, Mutual Of Omaha Investor Services, Inc and Mutual Of Omaha Advisors. Kalafut maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Nebraska. Mutual Of Omaha Investor Services, Inc is an advisory company operating out of Omaha, NE. The company has offices in 114 locations and a total of 320 employees. It has $14 million in assets across its 92 customer accounts, making it one of the smaller firms in the nation by assets under management. The firm serves 10 charitable organizations. Of its 92 accounts, 16% belong to high-net-worth individuals who have at least $1 million in assets. The advisory firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules largely depend on the financial services provided. Fee types charged by Mutual Of Omaha Investor Services, Inc may include 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
Heidi Kalafut Work History
Heidi has been registered as a financial advisor for 5 years.*
Mutual Of Omaha Advisors
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 Heidi Kalafut 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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