Jimmie
Harding
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Jimmie Harding is a financial advisor working out of Lynnwood, Washington with 12 years of industry experience. Harding is an advisor for Mutual Of Omaha Investor Services, Inc. Over the course of their career, Harding has held roles at Mutual/United Of Omaha Insurance Company and Mutual Of Omaha Investor Services, Inc. Harding maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Washington. 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 handles $14 million in assets under management across its 92 client accounts, placing it among the smaller financial advisory firms in the country by assets under management. The firm provides financial advisory services to 10 charitable organizations. Of its 92 client accounts, 16% are held by high-net-worth individuals who have more than $1 million in assets. The business offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules largely are based on which service is provided. However, fee types billed by Mutual Of Omaha Investor Services, Inc most likely consist of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Jimmie Harding Work History
Jimmie has been registered as a financial advisor for 12 years.*
Mutual/United Of Omaha Insurance Company
Mutual Of Omaha Investor Services, Inc
*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 Jimmie Harding to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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