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Shawn Michael McGregor

Mutual OF Omaha Investor Services, Inc.

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About Shawn Michael McGregor

Shawn McGregor is a financial advisor with Mutual of Omaha Investor Services, Inc. based in Omaha, NE. Shawn has been in the financial industry since 2004 and is registered in multiple states. Shawn specializes in financial planning, portfolio management, and selection of other advisors.

Firm Information

Shawn McGregor 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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Shawn McGregor’s Registration & Firm History

NE

10/06/2015 - Present

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

NE

03/05/2008 - 09/29/2015

SECURITIES AMERICA, INC. (LAVISTA NE)

NE

11/13/2000 - 07/15/2002

AMERITRADE, INC. (OMAHA NE)

NE

11/12/1998 - 12/31/2001

AMERITRADE (BELLEVUE NE)

NE

09/13/2001 - 11/13/2001

ACCUTRADE INC. (BELLEVUE NE)

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Licenses & Designations

BOTH

Issued 09/12/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/14/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/06/2012

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/31/2011

Series 4 - Registered Options Principal Examination

BC

Issued 05/23/2011

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shawn Michael McGregor.
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