Michael
Wisinski

Mutual Of Omaha Investor Services, Inc

CRD#2926541
Investment Advisor
in Charlottesville, VA

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About this Advisor

Michael Wisinski is a financial advisor based in Charlottesville, Virginia, working with Mutual Of Omaha Investor Services, Inc. Michael has previously held positions at Mutual/United Of Omaha Insurance Company and Mutual Of Omaha Investor Services, Inc. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Michael is part of Mutual Of Omaha Investor Services, Inc, which operates out of Charlottesville, Virginia. 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 65

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

650 Peter Jefferson Parkway Suite 160
Charlottesville, VA 22911

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Mutual Of Omaha Investor Services, Inc Brokerage Details

Total Assets Under Management

$15,498,267

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

285

VA Average: 226
Total Number of Accounts

74

VA Average: 7,467
Average Account Size

$209,436

VA Average: $264,928

Investment Advisory Services

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

Michael Wisinski Work History

1996 - Present (28 years)

Mutual/United Of Omaha Insurance Company

1996 - Present (28 years)

Mutual Of Omaha Investor Services, Inc

Disclosures

Please visit the SEC profile of Michael Wisinski 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

Sydney Stanard
Omaha, NE
Nicholas Macdonald
Minneapolis, MN
Zachary Sippl
La Crosse, WI
Ledawn Gries
Omaha, NE
Louis Lizza
Phoenix, AZ
Jeffrey Boe
Englewood, CO
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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