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Investment products from Mutual of Omaha Investor Services

You have literally thousands of investment options to choose from. Our financial professionals can help you decide which ones make sense for your financial goals and financial situation.

  • Mutual Funds
    More than 180 fund families, including some of the most well-known in the industry, such as American Funds, Pioneer, Oppenheimer, AIM, American Century and Franklin-Templeton, along with some hidden gems.
  • Variable Annuities
  • Variable Universal Life
  • 529 College Savings Plans
    529 plans offer attractive tax advantages for college funding. For help in determining whether a 529 plan can help you achieve your college funding goals, contact your Mutual of Omaha representative. General information about 529 plans is also available through the College Savings Plan Network Web site – www.collegesavings.org.

Our Investment Adviser Representatives also offer the following

  • Financial Planning
  • Mutual Fund Wrap Accounts
    Professionally allocated portfolios from Morningstar and Brinker Capital.
  • Separately Managed Accounts

Other Products

Securities distributed through registered representatives of Mutual of Omaha Investor Services, Inc., a securities broker-dealer and registered investment advisor. Fee-based investments and advisory services distributed through investment advisor representatives of Mutual of Omaha Investor Services, Inc, Home Office: Mutual of Omaha Plaza, Omaha, NE 68175-1020. Member FINRA / SIPC.

Registered representatives and investment advisor representatives of Mutual of Omaha Investor Services offer information about the tax implications of the products and services they offer, but they do not provide personal tax or legal advice.

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