Craig Reiser
Craig Reiser is a registered investment advisor at Mutual of Omaha Investor Services, INC., based in O'Neill, NE, with 19 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 7,025 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees vary by program and advisor. Managed accounts cap at 1.25% for most programs, while accounts managed directly by a company advisor cap at 2.25%.
Fee Estimator
Location
217 S 4th St, O'Neill, NE, 68763
Get directionsHistory
Regulatory History (1)
Criminal
March 2002Other Business ActivitiesSells Insurance
Craig is involved with Reiser Insurance Group, LLC selling various insurance products including property and casualty, life, long-term care, disability, critical illness, and Medicare Supplement, dedicating a few hours per week. He is also an insurance agent with OCI selling health, life, annuity, dental, vision, and Med Supp insurance, also dedicating a few hours per week. Craig is also a partner/owner in CAM Holdings, LLC, which holds a commercial building, requiring minimal time.
Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
State Registrations20 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.