Scott
Mahoney

Mutual Of Omaha Investor Services, Inc

CRD#5027210
Investment Advisor
in Blue Bell, PA

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About this Advisor

Scott Mahoney is a certified financial planner operating in Blue Bell, Pennsylvania with 11 years of industry experience. Mahoney is on the advisory team at Mutual Of Omaha Investor Services, Inc. They have been an employee of Mutual Of Omaha Investor Services, Inc for their entire career. Mahoney holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Delaware, New Jersey and Pennsylvania. Mutual Of Omaha Investor Services, Inc is a financial advisory firm that has its headquarters in Omaha, NE. The firm has offices in 114 locations and a total of 320 advisors. It handles $14 million in assets under management between its 92 accounts, placing it among the smaller firms in the country by assets under management. The firm advises 10 charities and foundations. Of its 92 customer accounts, 16% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Mutual Of Omaha Investor Services, Inc offers 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 depend on which services the firm provides the client. However, fees billed by Mutual Of Omaha Investor Services, Inc likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

11 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

518 E Township Line Road Ste 260
Blue Bell, PA 19422

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Mutual Of Omaha Investor Services, Inc Brokerage Details

Total Assets Under Management

$14,275,270

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

320

PA Average: 226
Total Number of Accounts

92

PA Average: 7,467
Average Account Size

$155,166

PA Average: $264,928

Investment Advisory Services

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

Scott Mahoney Work History

Scott has been registered as a financial advisor for 11 years.*

2005 - Present (19 years)

United/Mutual Of Omaha

*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 Scott Mahoney 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

Daniel Anderson
Irving, TX
Samir Abdullah
Houston, TX
Brent Paulsen
Sioux Falls, SD
William Beckett
Omaha, NE
Zachary Ehlers
Omaha, NE
Nicholas Digilio
Omaha, NE
Marc Gaillard
Blue Bell, PA
Matthew Dodd
Phoenix, AZ

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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