Henri
Overfelt
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Henri Overfelt is a financial advisor who works out of Omaha, Nebraska who has 1 year of industry experience. Overfelt is on the advisory team at Mutual Of Omaha Investor Services, Inc. Throughout their career, Overfelt has worked at Mutual Of Omaha, Mutual Of Omaha Investor Services, Hd Sight And Sound, Creighton University, Union Pacific Railroad Company and Papillion La Vista School. Overfelt holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Nebraska. Mutual Of Omaha Investor Services, Inc is a registered investment business operating out of Omaha, NE. The investment advisory business has offices in 114 locations and a total of 320 financial advisors. It has $14 million in assets under management between its 92 accounts, placing it among the smaller financial advisory firms in the country by assets under management. The firm provides financial advisory services to 10 charities and foundations. Of its 92 customer accounts, 16% belong to high-net-worth individuals who have at least $1 million in investable assets. The company has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees usually vary depending on which services the firm provides the client. However, fee types billed 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
Henri Overfelt Work History
Henri has been registered as a financial advisor for 1 years.*
Mutual Of Omaha Investor Services
Mutual Of Omaha
Hd Sight And Sound
Union Pacific Railroad Company
Creighton University
Papillion La Vista School
*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 Henri Overfelt 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
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Blue Bell, PA
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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