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Daniel Perry

Mutual OF Omaha Investor Services, Inc.

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About Daniel Perry

Daniel Perry is a financial advisor with Mutual of Omaha Investor Services, Inc. Daniel has been in the industry since 2010. Daniel holds the Series 4, Series 7, Series 24, and Series 66 licenses. Daniel has been with Mutual of Omaha Investor Services, Inc. since 2019. Prior to that, Daniel was with Securities America, Inc. Daniel is registered to provide investment advice in Nebraska.

Firm Information

Daniel Perry 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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Daniel Perry’s Registration & Firm History

NE

08/15/2019 - Present

Mutual OF Omaha Investor Services, Inc. (OMAHA NE)

NE

09/21/2010 - 08/12/2019

SECURITIES AMERICA, INC. (LAVISTA NE)

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Licenses & Designations

BOTH

Issued 08/08/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/01/2013

Series 4 - Registered Options Principal Examination

BC

Issued 02/28/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Perry.
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