Unclaimed
Grant Runyan is a registered investment advisor representative with Mutual of Omaha Investor Services, Inc. Grant is registered with the state of Nebraska. Grant has been in the industry since April 2014. Grant has passed the Uniform Investment Adviser Law Examination (Series 65), Uniform Securities Agent State Law Examination (Series 63), Securities Industry Essentials Examination (SIE) and Investment Company Products/Variable Contracts Representative Examination (Series 6).
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
08/13/2014 - Present
Mutual OF Omaha Investor Services, Inc. (OMAHA NE)
IA
Issued 08/12/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Grant Runyan is the right advisor for you? Invested Better is here to help.