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Joel Kevin Skipper

Mutual OF Omaha Investor Services, Inc.

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About Joel Kevin Skipper

Joel Skipper is a financial professional with over 10 years of experience in the industry. Joel currently works with Mutual Of Omaha Investor Services, Inc. as a registered representative. Joel has worked for both Mutual Securities, Inc. and LPL Financial LLC. Joel is registered with FINRA and holds the Series 6, SIE and Series 63 licenses. Joel specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Joel's focus includes providing investment and financial advice to help his clients achieve their financial goals.

Firm Information

Joel Skipper 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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Joel Skipper’s Registration & Firm History

SC

08/29/2019 - Present

Mutual OF Omaha Investor Services, Inc. (COLUMBIA SC)

SC

11/02/2017 - 06/17/2019

MUTUAL SECURITIES, INC. (Lexington SC)

SC

02/18/2008 - 11/08/2017

LPL FINANCIAL LLC (LEXINGTON SC)

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Licenses & Designations

BC

Issued 06/12/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joel Kevin Skipper.
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