Logan
Mueller

Mutual Of Omaha Investor Services, Inc

CRD#7827095
Investment Advisor
in Omaha, NE

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About this Advisor

Logan Mueller is a financial advisor based in Omaha, Nebraska, working with Mutual Of Omaha Investor Services, Inc. Logan has previously held positions at Brookside Labs, Bank Midwest, United Farmers Cooperative, Mueller And Schoepf Drywall, Central Valley Agriculture, Mutual Of Omaha Insurance Company, Mutual Of Omaha Investor Services, Hibbett Sports, and has educational experience at Buena Vista University and Scotus Central Catholic High School. Logan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Nebraska. Currently, Logan is part of Mutual Of Omaha Investor Services, Inc, which operates out of Omaha, Nebraska. The firm has 91 offices and 277 employees. The firm manages assets totaling $24.4 million and serves 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

17117 Burt Street Suite 300
Omaha, NE 68118

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Mutual Of Omaha Investor Services, Inc Brokerage Details

Total Assets Under Management

$24,355,321

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

277

NE Average: 226
Total Number of Accounts

116

NE Average: 7,467
Average Account Size

$209,960

NE Average: $264,928

Investment Advisory Services

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

Logan Mueller Work History

2023 - Present (2 years)

Mutual Of Omaha Insurance Company

2023 - Present (2 years)

Mutual Of Omaha Investor Services

2022 - 2023 (1 year)

Brookside Labs

2022 - 2022 (< 1 year)

Bank Midwest

2021 - 2021 (< 1 year)

United Farmers Cooperative

2021 - 2022 (1 year)

Undergrad Education - In School At Buena Vista University

2021 - 2021 (< 1 year)

Undergrad Education - In School At Buena Vista University

2020 - 2021 (1 year)

Mueller And Schoepf Drywall

2020 - 2020 (< 1 year)

Central Valley Agriculture

2019 - 2019 (< 1 year)

Central Valley Agriculture

2019 - 2020 (1 year)

Undergrad Education - In School At Buena Vista University

2018 - 2018 (< 1 year)

Central Valley Agriculture

2018 - 2019 (1 year)

Undergrad Education - In School At Buena Vista University

2017 - 2017 (< 1 year)

Hibbett Sports

2017 - 2018 (1 year)

Full Time Student - Scotus Central Catholic High School

2012 - 2017 (5 years)

Full Time Student - Scotus Central Catholic

Disclosures

Please visit the SEC profile of Logan Mueller 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

Kenneth Sipe
Columbia, SC
Shane Rockweiler
Reedsburg, WI
Albert Armendariz
Omaha, NE
Thomas Kienow
Omaha, NE
Silver Sibert
Denver, CO
Matthew Haffemann
La Crosse, WI
Garrett Shelton
Denver, CO
Michael Eicher
Braintree, MA

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