Tillman
Meetze

Mutual Of Omaha Investor Services, Inc

CRD#3012204
Investment Advisor
in West Columbia, SC

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About this Advisor

Tillman Meetze is a financial advisor based in West Columbia, South Carolina, working with Mutual Of Omaha Investor Services, Inc. Tillman has previously held positions at Lpl Financial, Capital Bank, Mml Investors Services, LLC, Mutual Of Omaha Investor Services, Metlife Securities, Massmutual Life Insurance Company, and Mutual Of Omaha. Tillman has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in South Carolina. Currently, Tillman is part of Mutual Of Omaha Investor Services, Inc, which operates out of West 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 63, Series 66

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

West Columbia, SC

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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

Tillman Meetze Work History

2020 - Present (5 years)

Mutual Of Omaha Investor Services

2019 - Present (6 years)

Mutual Of Omaha

2017 - 2019 (2 years)

Mml Investors Services, LLC

2017 - 2020 (3 years)

Massmutual Life Insurance Company

2016 - 2017 (1 year)

Metlife Securities

2013 - 2016 (3 years)

Lpl Financial

2013 - 2016 (3 years)

Capital Bank

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Disclosures

Please visit the SEC profile of Tillman Meetze 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

William Beckett
Grayson, GA
Sydney Stanard
Omaha, NE
Kirt Cochran
Waukesha, WI
Grant Runyan
Omaha, NE
Louis Lizza
Phoenix, AZ
Kyle Swan
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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