Zachary
Ehlers

Mutual Of Omaha Investor Services, Inc

CRD#6396774
Investment Advisor
in Omaha, NE

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About this Advisor

Zachary Ehlers is a financial advisor working out of Omaha, Nebraska with 2 years of relevant experience. Ehlers works at Mutual Of Omaha Investor Services, Inc. Throughout their career, Ehlers has worked at Paypal, Td Ameritrade, Securities America Inc, Securities America Advisors and Mutual Of Omaha. Ehlers holds Series 63 and Series 66 licenses, designating them as a securities agent, and can serve investors in Nebraska. Mutual Of Omaha Investor Services, Inc is a business headquartered in Omaha, NE. The company has offices in 114 locations and a total of 320 people on staff. It handles $14 million in assets across its 92 client accounts, placing it among the smaller financial advisory firms in the United States by assets under management. The firm serves 10 charities and foundations. Of its 92 customer accounts, 16% are associated with high-net-worth clients who have greater than $1 million in assets. The company provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually are based on which service is offered. However, fee types charged by Mutual Of Omaha Investor Services, Inc can include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Mutual Of Omaha Plaza
Omaha, NE 68175

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Mutual Of Omaha Investor Services, Inc Brokerage Details

Total Assets Under Management

$14,275,270

NE Average: $1,978,216,465
Total Number of Employees

320

NE Average: 226
Total Number of Accounts

92

NE Average: 7,467
Average Account Size

$155,166

NE Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Zachary Ehlers Work History

Zachary has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Mutual Of Omaha

2016 - 2021 (5 years)

Securities America Advisors

2015 - 2021 (6 years)

Securities America Inc

2014 - 2015 (1 year)

Td Ameritrade

2013 - 2014 (1 year)

Paypal

*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 Zachary Ehlers 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

Thomas May
Concord, CA
Marc Gaillard
Blue Bell, PA
Matthew Dodd
Phoenix, AZ
Brent Paulsen
Sioux Falls, SD
Lucas May
Omaha, NE
Nicholas Digilio
Omaha, NE
William Beckett
Omaha, NE
Sherif Shaban
Marlton, NJ

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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