Derek Loudenback
Derek Loudenback is a registered investment advisor at Mutual of Omaha Investor Services, INC., based in Omaha, NE, with 18 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 6,885 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MOIS offers investment management through third-party money managers and its own managed account services.
Third-Party Money Managers: Fees are a percentage of your portfolio, paid to the third-party manager, who then pays a portion to MOIS. MOIS's portion will not exceed 1.25%.
MOIS Managed Account Services: Fees are based on a percentage of your portfolio. The annual fee will not exceed 1.25% for Fund Strategist Portfolios (FSP), Separately Managed Accounts (SMA), or Unified Managed Accounts (UMA). The annual fee will not exceed 2.25% for Advisor as Portfolio Manager (APM) accounts. Fees are billed quarterly in advance.
Location
Omaha, NE
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Regulatory History (2)
Regulatory
January 2023Regulatory
June 2013Other Business ActivitiesSells Insurance
Derek works as an agent for AGIA, selling non-securities insurance products. This takes a few hours per week.
Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Nylife Securities LLCBroker
Mogul Wealth Management, INC.
Girard Securities, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Wamu Investments, INC.
Wamu Investments, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.