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Anna Marie Bertrand

Mutual OF Omaha Investor Services, Inc.

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About Anna Marie Bertrand

Anna Marie Bertrand is a registered investment advisor representative with Mutual of Omaha Investor Services, Inc. Anna has been in the financial services industry since 2019 and holds Series 63, 65, and SIE licenses. Anna works with individuals and high-net-worth clients providing financial planning and portfolio management services. Anna also works as an insurance agent for Mutual of Omaha Insurance Company, where Anna focuses on life, health, and annuity products.

Firm Information

Anna Bertrand is currently registered with Mutual OF Omaha Investor Services, Inc.. Mutual OF Omaha Investor Services, Inc. is a Corporation formed in September 1993, headquartered in Omaha, Nebraska. The firm offers financial planning and portfolio management for individuals and select client types such as high-net-worth individuals, corporations, charitable organizations, and pension plans. With over 700 licensed agents, investment advisor representatives, and registered representatives, the firm provides a wide range of services to its clients.
Mutual OF Omaha Investor Services, Inc.

3300 MUTUAL OF OMAHA PLAZA

OMAHA, NE 68175-1020

$15.50M

Assets Under Management

6,290

Total Clients

387

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Promoter fees and third party money manager fees

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Anna Bertrand’s Registration & Firm History

MO

05/01/2023 - Present

Mutual OF Omaha Investor Services, Inc. (SPRINGFIELD MO)

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Licenses & Designations

IA

Issued 05/01/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/06/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/28/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/11/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anna Marie Bertrand.
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