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Michael Joseph Marasco

Mutual OF Omaha Investor Services, Inc.

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About Michael Joseph Marasco

Michael Marasco is a financial professional with over 20 years of experience in the industry. Michael currently works at Mutual of Omaha Investor Services, Inc. Michael's primary focus is on providing financial planning and portfolio management services to individuals and high-net-worth individuals. Michael has a strong background in the investment industry and is dedicated to helping clients achieve their financial goals. Michael is registered with the state of Nebraska to provide securities and investment advice. Previously, Michael has worked at a number of firms including Capital Brokerage Corporation, ALFS, Inc., Allstate Financial Services, LLC, FBS Investment Services, Inc. and The Lincoln National Life Insurance Company. Michael holds the Series 6, 7, and SIE licenses.

Firm Information

Michael Marasco 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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Michael Marasco’s Registration & Firm History

NE

05/09/2013 - Present

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

NE

08/14/2009 - 02/15/2012

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

VA

02/20/2007 - 06/02/2008

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

IL

02/04/2003 - 02/08/2006

ALFS, INC. (NORTHBROOK IL)

NE

02/19/1999 - 01/16/2003

ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)

MN

10/07/1996 - 08/19/1997

FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)

IN

02/04/1993 - 09/30/1996

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

02/04/1993 - 09/30/1996

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 03/23/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/1996

Series 7 - General Securities Representative Examination

BC

Issued 02/02/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Joseph Marasco.
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