Matthew
Chrisman
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Matthew Chrisman is a chartered financial analyst who works out of Omaha, Nebraska, with 8 years of industry experience. Chrisman is an advisor for Mutual Of Omaha Investor Services, Inc. Their career trajectory has included roles at Securities America, Inc, Securities America Advisors, Inc, Matthew Chrisman, Arbor Point Advisors and Mutual Of Omaha Investor Services, Inc. Chrisman maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Nebraska. Mutual Of Omaha Investor Services, Inc is an advisory firm operating out of Omaha, NE. The firm has offices in 114 locations and a total of 320 advisors. It controls $14 million in total assets across its 92 accounts, placing it among the smaller financial advisory firms in the nation by assets under management. The firm advises 10 charities and foundations. Of its 92 customer accounts, 16% are held by high-net-worth clients who have more than $1 million in assets available to invest. Mutual Of Omaha Investor Services, Inc provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services typically are based on which services are offered. Fee types billed by Mutual Of Omaha Investor Services, Inc can consist 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
Matthew Chrisman Work History
Matthew has been registered as a financial advisor for 8 years.*
Mutual Of Omaha Investor Services, Inc
Arbor Point Advisors
Matthew Chrisman
Securities America Advisors, Inc
Securities America, 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 Matthew Chrisman 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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