MUTUAL OF OMAHA INVESTOR SERVICES, INC.
SEC file number 801-61332
· OMAHA, NE
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$15.5M
Discretionary AUM
$15.5M
Employees
285
Clients
6290
Firm
- Address
- 3300 MUTUAL OF OMAHA PLAZA
OMAHA, NE 68175-1020 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- First Mutual Holding Co. Low name-match confidence · CIK 1729623 · OH
- Griggs Mutual Holdings, LLC Low name-match confidence · CIK 2061971 · CA
- Mascoma Mutual Financial Services Corp Low name-match confidence · CIK 1661927 · NH
- Mutual Bancorp Low name-match confidence · CIK 2142096 · MA
- Mutual Capital Holdings, Inc. Low name-match confidence · CIK 2024126 · PA
- MUTUALINK INC Low name-match confidence · CIK 1447606 · CT
- Mutuals Media PBC Low name-match confidence · CIK 2119916 · NY
- NATIONWIDE MUTUAL FUNDS Low name-match confidence · CIK 1048702 · OH
- Northwestern Mutual Capital Equity Fund VIII-A, LP Low name-match confidence · CIK 2141856 · WI
- Northwestern Mutual Capital Equity Fund VIII, LP Low name-match confidence · CIK 2141950 · WI
- Northwestern Mutual Private Equity Co-Investment Fund IV, LP Low name-match confidence · CIK 2050133 · WI
- Northwestern Mutual Private Equity Co-Investment Fund V, LP Low name-match confidence · CIK 2091129 · WI
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Mascoma Mutual Financial Services Corp · D · Oct 1, 2026$35M
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Mutual Bancorp · D · Jul 10, 2026$85M
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Northwestern Mutual Capital Equity Fund VIII-A, LP · D · Jun 29, 2026
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Northwestern Mutual Capital Equity Fund VIII, LP · D · Jun 29, 2026
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First Mutual Holding Co. · D · Jun 23, 2026$25M
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Mutuals Media PBC · D · Mar 12, 2026$1M
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NATIONWIDE MUTUAL FUNDS · D/A · Feb 26, 2026
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NATIONWIDE MUTUAL FUNDS · D/A · Feb 26, 2026
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NATIONWIDE MUTUAL FUNDS · D/A · Feb 26, 2026
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NATIONWIDE MUTUAL FUNDS · D/A · Feb 26, 2026
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NATIONWIDE MUTUAL FUNDS · D/A · Feb 26, 2026
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Northwestern Mutual Private Equity Co-Investment Fund V, LP · D · Jan 2, 2026$74.6M
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First Mutual Holding Co. · D · Oct 14, 2025$3M
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Mascoma Mutual Financial Services Corp · D · Sep 9, 2025$25M
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NATIONWIDE MUTUAL FUNDS · D · Jul 10, 2025
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MUTUALINK INC · D · Jun 18, 2025$1.5M
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Mutual Capital Holdings, Inc. · D · Mar 28, 2025$36.6M
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NATIONWIDE MUTUAL FUNDS · D/A · Feb 21, 2025
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NATIONWIDE MUTUAL FUNDS · D/A · Feb 21, 2025
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NATIONWIDE MUTUAL FUNDS · D/A · Feb 21, 2025
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NATIONWIDE MUTUAL FUNDS · D/A · Feb 21, 2025
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Northwestern Mutual Private Equity Co-Investment Fund IV, LP · D · Jan 6, 2025$61.4M