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Tillman Ralph Meetze

Mutual OF Omaha Investor Services, Inc.

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About Tillman Ralph Meetze

Tillman Meetze is a financial advisor with over 20 years of experience. Tillman works with both individuals and businesses to provide comprehensive financial planning and investment management services. Tillman currently works with Mutual Of Omaha Investor Services, Inc., a firm that provides investment management and financial planning services to a variety of clients, including individuals, families, and businesses. Prior to joining Mutual Of Omaha Investor Services, Tillman worked for MML Investors Services, LLC, MSI Financial Services, Inc., MetLife Securities Inc., LPL Financial LLC, Questar Capital Corporation, ING Financial Partners, Inc., Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Thrivent Investment Management Inc., and Lutheran Brotherhood Securities Corp. Tillman is licensed to sell securities in California and South Carolina and is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. Tillman holds the Series 6, 7, and 66 securities licenses, as well as the SIE exam.

Firm Information

Tillman Meetze 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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Tillman Meetze’s Registration & Firm History

SC

03/05/2020 - Present

Mutual OF Omaha Investor Services, Inc. (West Columbia SC)

SC

03/25/2017 - 12/26/2019

MML INVESTORS SERVICES, LLC (COLUMBIA SC)

SC

04/08/2016 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (COLUMBIA SC)

SC

03/18/2016 - 04/08/2016

METLIFE SECURITIES INC. (COLUMBIA SC)

SC

10/30/2013 - 04/01/2016

LPL FINANCIAL LLC (COLUMBIA SC)

SC

12/06/2011 - 11/05/2013

QUESTAR CAPITAL CORPORATION (COLUMBIA SC)

SC

10/02/2009 - 11/11/2011

ING FINANCIAL PARTNERS, INC. (COLUMBIA SC)

SC

01/01/2008 - 10/02/2009

WELLS FARGO ADVISORS, LLC (COLUMBIA SC)

SC

06/11/2007 - 01/03/2008

A. G. EDWARDS & SONS, INC. (COLUMBIA SC)

MI

07/01/2002 - 06/14/2007

THRIVENT INVESTMENT MANAGEMENT INC. (MOUNT PLEASANT MI)

MN

04/12/2002 - 07/01/2002

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

MA

03/05/1998 - 06/29/1998

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 03/09/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/11/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/2007

Series 7 - General Securities Representative Examination

BC

Issued 04/11/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tillman Ralph Meetze.
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