Lucas
Feathers
Mutual Of Omaha Investor Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Lucas Feathers is a financial advisor working out of Blue Bell, Pennsylvania, with 6 years of relevant experience. Feathers currently works for Mutual Of Omaha Investor Services, Inc. The advisor has gained experience at Western Southern Life, W&S Brokerage Services, Mutual Of Omaha Investor Services and Mutual Of Omaha. Feathers has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Mutual Of Omaha Investor Services, Inc is an advisory business operating out of Omaha, NE. It has offices in 114 locations and a total of 320 people on staff. It has $14 million in total assets among its 92 accounts, making it one of the smaller investment advisory firms in the nation by assets under management. The firm serves 10 charitable organizations. Of its 92 client accounts, 16% are held by high-net-worth investors who have more than $1 million in assets available to invest. Mutual Of Omaha Investor Services, Inc 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 advice typically vary depending on the services provided. Fee types charged by Mutual Of Omaha Investor Services, Inc may include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Lucas Feathers Work History
Lucas has been registered as a financial advisor for 6 years.*
Mutual Of Omaha Investor Services
Mutual Of Omaha
Western Southern Life
W&S Brokerage Services
*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 Lucas Feathers 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
Fairfax, VA
Irving, TX
Marlton, NJ
Phoenix, AZ
Omaha, NE
Phoenix, AZ
Omaha, NE
Omaha, NE
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
