Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Bodmann is a financial advisor with Mutual of Omaha Investor Services, Inc. Daniel has been in the securities industry since 2003 and is registered with the state of Nebraska. Daniel is also licensed to sell insurance. Daniel is a registered principal and has passed the Series 24, Series 27, Series 4, Series 53, Series 3, Series 7, and Series 66 exams. Daniel's firm, Mutual of Omaha Investor Services, Inc. provides a wide range of financial services, including investment advisory services, financial planning, and portfolio management. Daniel's other business activities include co-owning and operating Land of Milk and Honey Herbs, LLC, and Omaha Whole Living, LLC.
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
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2
NE
01/31/2017 - Present
Mutual OF Omaha Investor Services, Inc. (OMAHA NE)
NE
02/21/2003 - 07/06/2016
SECURITIES AMERICA, INC. (LAVISTA NE)
BOTH
Issued 01/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2005
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/16/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/03/2004
Series 4 - Registered Options Principal Examination
BC
Issued 04/07/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2004
Series 3 - National Commodity Futures Examination
BC
Issued 02/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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