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Bennett Slater

Mutual OF Omaha Investor Services, Inc.

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About Bennett Slater

Bennett Slater is an investment advisor representative at Mutual of Omaha Investor Services, Inc.. Bennett has been in the industry since June 16, 2024 and has a total of 3 exams, including Series 63, Series 6TO and SIE. Bennett Slater is currently registered with Nebraska and has been registered since August 6, 2024. Bennett Slater is also an Insurance Agent for Mutual of Omaha Insurance Company. In addition to working with individual clients, Bennett Slater also works with high net worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth.

Firm Information

Bennett Slater 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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Bennett Slater’s Registration & Firm History

CO

10/21/2024 - Present

Mutual OF Omaha Investor Services, Inc. (Denver CO)

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Licenses & Designations

BC

Issued 08/02/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/14/2024

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

BC

Issued 03/21/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Bennett Slater. Review regulatory record here.
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