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Travis Scott Heimgartner

Mutual OF Omaha Investor Services, Inc.

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About Travis Scott Heimgartner

Travis Scott Heimgartner is a financial advisor with Mutual of Omaha Investor Services, Inc. in Sioux City, IA. Travis has been in the financial services industry since 2003 and has a strong track record of success helping clients meet their financial goals. Travis is dedicated to providing personalized financial advice to individuals and families in the Sioux City area. He is a registered representative of Mutual of Omaha Investor Services, Inc. and holds the Series 7 and Series 66 securities licenses. Travis is committed to helping clients make informed financial decisions and build a secure future.

Firm Information

Travis Heimgartner 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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Travis Heimgartner’s Registration & Firm History

IA

04/17/2009 - Present

Mutual OF Omaha Investor Services, Inc. (Sioux City IA)

IA

07/26/2006 - 01/23/2009

PRUCO SECURITIES, LLC. (SIOUX CITY IA)

NY

10/18/2004 - 05/16/2006

NYLIFE SECURITIES INC. (NEW YORK NY)

MN

01/29/2003 - 10/19/2004

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 02/07/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Travis Scott Heimgartner.
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