Martin
Higgins

Mutual Of Omaha Investor Services, Inc

CRD#835036
Investment Advisor
in Marlton, NJ

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About this Advisor

Martin Higgins is a financial advisor based in Marlton, New Jersey, working with Mutual Of Omaha Investor Services, Inc. Martin has previously held a position at Mutual Of Omaha Investor Services, Inc. Martin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Florida, Massachusetts, New Jersey, North Carolina, and Pennsylvania. Currently, Martin is part of Mutual Of Omaha Investor Services, Inc, which operates out of Marlton, New Jersey. The firm has 91 offices and 285 employees. The firm manages assets totaling $15.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Mutual Of Omaha Investor Services, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

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

9000 Lincoln Drive East Suite 300
Marlton, NJ 08053

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Mutual Of Omaha Investor Services, Inc Brokerage Details

Total Assets Under Management

$15,498,267

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

285

NJ Average: 226
Total Number of Accounts

74

NJ Average: 7,467
Average Account Size

$209,436

NJ Average: $264,928

Investment Advisory Services

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

Martin Higgins Work History

1977 - Present (47 years)

Mutual Of Omaha Investor Services, Inc

Disclosures

Please visit the SEC profile of Martin Higgins 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

Zachary Sippl
La Crosse, WI
Michael Eicher
Harrisburg, PA
Thomas May
Phoenix, AZ
Jeffrey Boe
Englewood, CO
Louis Lizza
Phoenix, AZ
Kirt Cochran
Waukesha, WI
Calen Griffin
Omaha, NE
Suhey Rios Perez
Miami, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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