Kenneth
Sipe

Mutual Of Omaha Investor Services, Inc

CRD#6514170
Investment Advisor
in Columbia, SC

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About this Advisor

Kenneth Sipe is a financial advisor based in Columbia, South Carolina, working with Mutual Of Omaha Investor Services, Inc. Kenneth has previously held positions at Mutual Of Omaha, Symmetry Financial Group, Mobile Now / Simply Wireless, and Mutual Of Omaha Investor Services. Kenneth has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in South Carolina. Currently, Kenneth is part of Mutual Of Omaha Investor Services, Inc, which operates out of Columbia, South Carolina. 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 65, Series 63

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

250 Berryhill Rd Ste 102
Columbia, SC 29210-6469

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Mutual Of Omaha Investor Services, Inc Brokerage Details

Total Assets Under Management

$15,498,267

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

285

SC Average: 226
Total Number of Accounts

74

SC Average: 7,467
Average Account Size

$209,436

SC Average: $264,928

Investment Advisory Services

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

Kenneth Sipe Work History

2016 - Present (8 years)

Mutual Of Omaha Investor Services

2015 - Present (9 years)

Mutual Of Omaha

2015 - 2015 (< 1 year)

Symmetry Financial Group

2007 - 2015 (8 years)

Mobile Now / Simply Wireless

Disclosures

Please visit the SEC profile of Kenneth Sipe 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

Laurel Simpkins
Roanoke, VA
Calen Griffin
Omaha, NE
Michael Eicher
Harrisburg, PA
Seth Bringle
Clive, IA
Louis Lizza
Phoenix, AZ
Suhey Rios Perez
Miami, FL
Ledawn Gries
Omaha, NE
Brad Galyean
Leawood, KS

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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