Christopher Harsley
Christopher Harsley is a registered investment advisor at Mutual of Omaha Investor Services, INC., based in Springfield, MO, with 13 years of industry experience. Christopher 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
321 E Sunshine St, Springfield, MO, 65807
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2019Other Business ActivitiesSells Insurance
Christopher is an insurance agent for Mutual of Omaha, selling life, health, and annuity products, dedicating nearly full-time hours weekly. He is also a substitute teacher with Kelly Education, dedicating full-time hours weekly.
Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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.