Matthew
Haffemann
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Matthew Haffemann is a financial advisor based in Waukesha, Wisconsin, working with Mutual Of Omaha Investor Services, Inc. Matthew has previously held positions at City Of La Crosse, Mutual Of Omaha Insurance Company, and Mutual Of Omaha Investment Services. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota and Wisconsin. Currently, Matthew is part of Mutual Of Omaha Investor Services, Inc, which operates out of Waukesha, Wisconsin. 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
Services Offered
Fee Structure
Office Location
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Mutual Of Omaha Investor Services, Inc Brokerage Details
$15,498,267
285
74
$209,436
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Matthew Haffemann Work History
Mutual Of Omaha Insurance Company
Mutual Of Omaha Investment Services
City Of La Crosse
Disclosures
Please visit the SEC profile of Matthew Haffemann 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
Englewood, CO
Miami, FL
Englewood, CO
La Crosse, WI
Phoenix, AZ
Omaha, NE
Omaha, NE
Waukesha, WI
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