MUTUAL OF OMAHA INVESTOR SERVICES, INC.
CRD #611 SEC #801-61332 OMAHA, NE 402-351-3102
SEC Registered Broker-Dealer Disclosures
Total AUM
$24.4M
Discretionary
$24.4M
Employees
277
Clients
251
Accounts
116
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $24.4M | $24.4M | $0 | 277 | 6,780 |
| Apr 2025 | $24.4M | $24.4M | $0 | 277 | 6,780 |
| Mar 2025 | $24.4M | $24.4M | $0 | 277 | 6,780 |
| Oct 2024 | $15.5M | $15.5M | $0 | 285 | 6,290 |
| Jul 2024 | $15.5M | $15.5M | $0 | 285 | 6,290 |
| Apr 2024 | $15.5M | $15.5M | $0 | 285 | 6,290 |
| Mar 2024 | $15.5M | $15.5M | $0 | 285 | 6,290 |
| Dec 2023 | $14.3M | $14.3M | $0 | 320 | 6,990 |
| Oct 2023 | $14.3M | $14.3M | $0 | 320 | 6,990 |
| Sep 2023 | $14.3M | $14.3M | $0 | 320 | 6,990 |
| Mar 2023 | $14.3M | $14.3M | $0 | 320 | 6,990 |
| Feb 2023 | $10M | $10M | $0 | 350 | 6,300 |
| Feb 2023 | $10M | $10M | $0 | 350 | 6,300 |
| Jan 2023 | $10M | $10M | $0 | 350 | 6,300 |
| Jan 2023 | $10M | $10M | $0 | 350 | 6,300 |
| Dec 2022 | $10M | $10M | $0 | 350 | 6,300 |
| Oct 2022 | $10M | $10M | $0 | 350 | 6,300 |
| Aug 2022 | $10M | $10M | $0 | 350 | 6,300 |
| Jun 2022 | $10M | $10M | $0 | 350 | 6,300 |
| Mar 2022 | $10M | $10M | $0 | 350 | 6,300 |
| Mar 2011 | $34.5M | $34.5M | $0 | -- | -- |
| Sep 2010 | $34.3M | $34.3M | $0 | -- | -- |
| Oct 2009 | $33.1M | $33.1M | $0 | -- | -- |
| Apr 2009 | $33.1M | $33.1M | $0 | -- | -- |
| Apr 2009 | $33.1M | $33.1M | $0 | -- | -- |
| Apr 2009 | $33.1M | $33.1M | $0 | -- | -- |
| Jan 2008 | $30.7M | $30.7M | $0 | -- | -- |
| Nov 2007 | $30.7M | $30.7M | $0 | -- | -- |
| Sep 2007 | $30.7M | $30.7M | $0 | -- | -- |
| Mar 2007 | $30.7M | $30.7M | $0 | -- | -- |
| Mar 2007 | $31M | $31M | $0 | -- | -- |
| Jan 2007 | $31M | $31M | $0 | -- | -- |
| Feb 2006 | $31.6M | $31.6M | $0 | -- | -- |
| May 2005 | $31.6M | $31.6M | $0 | -- | -- |
| Jan 2005 | $32.1M | $32.1M | $0 | -- | -- |
| Mar 2004 | $32.3M | $32.3M | $0 | -- | -- |
| Oct 2003 | $33.1M | $33.1M | $0 | -- | -- |
DateJun 2025
Total AUM$24.4M
Discretionary$24.4M
Non-Disc.$0
Employees277
Clients6,780
DateApr 2025
Total AUM$24.4M
Discretionary$24.4M
Non-Disc.$0
Employees277
Clients6,780
DateMar 2025
Total AUM$24.4M
Discretionary$24.4M
Non-Disc.$0
Employees277
Clients6,780
DateOct 2024
Total AUM$15.5M
Discretionary$15.5M
Non-Disc.$0
Employees285
Clients6,290
DateJul 2024
Total AUM$15.5M
Discretionary$15.5M
Non-Disc.$0
Employees285
Clients6,290
DateApr 2024
Total AUM$15.5M
Discretionary$15.5M
Non-Disc.$0
Employees285
Clients6,290
DateMar 2024
Total AUM$15.5M
Discretionary$15.5M
Non-Disc.$0
Employees285
Clients6,290
DateDec 2023
Total AUM$14.3M
Discretionary$14.3M
Non-Disc.$0
Employees320
Clients6,990
DateOct 2023
Total AUM$14.3M
Discretionary$14.3M
Non-Disc.$0
Employees320
Clients6,990
DateSep 2023
Total AUM$14.3M
Discretionary$14.3M
Non-Disc.$0
Employees320
Clients6,990
DateMar 2023
Total AUM$14.3M
Discretionary$14.3M
Non-Disc.$0
Employees320
Clients6,990
DateFeb 2023
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees350
Clients6,300
DateFeb 2023
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees350
Clients6,300
DateJan 2023
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees350
Clients6,300
DateJan 2023
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees350
Clients6,300
DateDec 2022
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees350
Clients6,300
DateOct 2022
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees350
Clients6,300
DateAug 2022
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees350
Clients6,300
DateJun 2022
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees350
Clients6,300
DateMar 2022
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees350
Clients6,300
DateMar 2011
Total AUM$34.5M
Discretionary$34.5M
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$34.3M
Discretionary$34.3M
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$33.1M
Discretionary$33.1M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$33.1M
Discretionary$33.1M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$33.1M
Discretionary$33.1M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$33.1M
Discretionary$33.1M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$30.7M
Discretionary$30.7M
Non-Disc.$0
Employees--
Clients--
DateNov 2007
Total AUM$30.7M
Discretionary$30.7M
Non-Disc.$0
Employees--
Clients--
DateSep 2007
Total AUM$30.7M
Discretionary$30.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$30.7M
Discretionary$30.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$32.1M
Discretionary$32.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$32.3M
Discretionary$32.3M
Non-Disc.$0
Employees--
Clients--
DateOct 2003
Total AUM$33.1M
Discretionary$33.1M
Non-Disc.$0
Employees--
Clients--