Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Alan Mihm is a Registered Representative and Investment Advisor Representative with Mutual of Omaha Investor Services, Inc. Chad has been in the securities industry since March 12, 2000. He is registered with the state of Nebraska, Iowa, and Minnesota. Chad has also worked with Sunset Financial Services, Inc., Securities America, Inc., Legent Clearing, Kirkpatrick, Pettis, Smith, Polian Inc., Primevest Financial Services, Inc., Bisys Brokerage Services, Inc., Pioneer Funds Distributor, Inc., and Waddell & Reed, Inc. Chad specializes in financial planning, portfolio management for individuals, and selection of other advisers.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Promoter fees and third party money manager fees
1
2
NE
05/15/2009 - Present
Mutual OF Omaha Investor Services, Inc. (OMAHA NE)
NE
05/02/2007 - 12/20/2007
SUNSET FINANCIAL SERVICES, INC. (OMAHA NE)
NE
12/04/2006 - 01/18/2007
SECURITIES AMERICA, INC. (OMAHA NE)
NE
10/18/2002 - 01/03/2006
LEGENT CLEARING (OMAHA NE)
NE
12/14/2000 - 10/18/2002
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
MN
05/10/2000 - 12/05/2000
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
11/09/1999 - 05/10/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
MA
07/22/1997 - 06/19/1998
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
KS
03/23/1992 - 08/19/1992
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 02/04/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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