Adam Olson
Adam Olson is a CFP-designated registered investment advisor at Mutual of Omaha Investor Services, INC., based in Norfolk, NE, with 14 years of industry experience. Adam 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
2006 Market Lane, Norfolk, NE, 68701
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Regulatory History (1)
Customer Dispute
October 2022Other Business ActivitiesSells Insurance
Adam is a partner in Reiser Insurance Group, a property and casualty agency, dedicating about half of his time to it. He is also an insurance agent selling health, life, annuity, dental, and vision insurance, and is involved in various other activities including board memberships, writing, speaking, farming, and real estate.
Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
State Registrations22 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.