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Michael Joseph Wisinski

Mutual OF Omaha Investor Services, Inc.

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About Michael Joseph Wisinski

Michael Wisinski is a financial advisor with Mutual Of Omaha Investor Services, Inc., working from their Charlottesville, VA office. Michael has been in the financial services industry since 1997. Michael holds Series 6, 63, and 65 securities licenses and is registered with the states of California, Colorado, Florida, Maryland, New York, Oregon, Pennsylvania, and Virginia. Michael provides financial planning, portfolio management services for individuals, and selection of other advisors. In addition to Michael's activities as an advisor, Michael is also an insurance agent, working with life, disability, long-term care, and individual and group health insurance.

Firm Information

Michael Wisinski 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 Wisinski’s Registration & Firm History

VA

02/09/2007 - Present

Mutual OF Omaha Investor Services, Inc. (Charlottesville VA)

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Licenses & Designations

IA

Issued 02/08/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/12/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/1997

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 Wisinski.
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