Sue
Sandlin-Plaehn

Mutual Of Omaha Investor Services, Inc

CRD#1647239
Investment Advisor
in Charlotte, NC
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About this Advisor

Sue Sandlin-Plaehn is a chartered financial consultant who works out of Charlotte, North Carolina, with 41 years of experience as a financial advisor. Sandlin-Plaehn works at Mutual Of Omaha Investor Services, Inc. Over the course of their career, Sandlin-Plaehn has held roles at Mutual Of Omaha Investor Services, Inc and Mutual/United Of Omaha. Sandlin-Plaehn maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in North Carolina. Mutual Of Omaha Investor Services, Inc is a business that has its headquarters in Charlotte, North Carolina. The company has offices in 112 locations and a total of 330 people on staff. Mutual Of Omaha Investor Services, Inc provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically vary depending on which service is provided. However, fee types billed by Mutual Of Omaha Investor Services, Inc most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

41 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

Disclosures

No

Office Location

13900 Conlan Circle Suite 150
Charlotte, NC 28277

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Mutual Of Omaha Investor Services, Inc Brokerage Details

Total Number of Employees

330

NC Average: 226

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Investment Advisory Services

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

Sue Sandlin-Plaehn Work History

Sue has 41 years of experience.

1977 - Present (42 years)

Mutual Of Omaha Investor Services, Inc

1977 - Present (42 years)

Mutual/United Of Omaha

Disclosures

Sue Sandlin-Plaehn has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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