Hyatt Harper
Hyatt Harper is a CFP-designated registered investment advisor at Mutual of Omaha Investor Services, INC., based in Waukesha, WI, with 19 years of industry experience. Hyatt 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
N16W23217 Stone Ridge Drive, Ste 120, Waukesha, WI, 53188
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Hyatt is an insurance agent since 2006, selling life, health, and annuity insurance, dedicating nearly full-time hours to this activity. Hyatt is also a 40% owner of Clarity Financial LLC since 2019, a co-owner/landlord of an office building since 2022, and a co-owner of Clarity Real Estate LLC.
Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
State Registrations6 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.
Exams
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