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Thomas Mcnulty

Mutual of Omaha Investor Services, INC.
16 Years of Experience
Tinley Park, IL
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Thomas Mcnulty is a registered investment advisor at Mutual of Omaha Investor Services, INC., based in Tinley Park, IL, with 16 years of industry experience. Thomas 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.

Mutual of Omaha Investor Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
282 advisors
Number of Clients
7,025 clients
Average Client Portfolio
$5K average
Assets Under Management
$32.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Tinley Park, IL

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History

Regulatory History (2)
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Criminal
September 1994
Final Disposition
Criminal
April 1993
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Thomas is an insurance agent selling life, health, and annuity products since 2008, and operates under the DBA McNulty Wealth Management Group Inc. He also serves as the Executive Director of the Tinley Park Chamber of Commerce, managing staff and operations; each of these activities takes about full-time hours.

Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
April 2014 - Present · 12 yrs 6 mos
Mutual of Omaha Investor Services, INC.
July 2010 - Present · 16 yrs 3 mos
Mutual of Omaha Investor Services, INC.Broker
July 2010 - Present · 16 yrs 3 mos
State Registrations3 states
CAILIN
AdvisorBrokerBoth

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
No exam information available for this advisor.
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