Patrick
Norton
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Patrick Norton is a financial advisor operating out of Omaha, Nebraska with 4 years of industry experience. Norton works at Mutual Of Omaha Investor Services, Inc. Over the course of their career, they have held roles at Td Ameritrade, Wells Fargo Bank, Upstream Brewing Company and Mutual Of Omaha. Norton maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to work in Nebraska. Mutual Of Omaha Investor Services, Inc is a financial advisory business operating out of Omaha, NE. It has offices in 114 locations and a total of 320 advisors. It controls $14 million in assets across its 92 customer accounts, placing it among the smaller firms in the United States by assets under management. The firm provides financial advisory services to 10 charitable organizations. Of its 92 customer accounts, 16% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees largely depend on which services the firm provides the client. Fees billed by Mutual Of Omaha Investor Services, Inc most likely are comprised of 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
Patrick Norton Work History
Patrick has been registered as a financial advisor for 4 years.*
Mutual Of Omaha
Td Ameritrade
Wells Fargo Bank
Upstream Brewing Company
*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 Patrick Norton 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
Omaha, NE
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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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