Kenneth Haughney
Kenneth Haughney is a registered investment advisor at Mutual of Omaha Investor Services, INC., based in Overland Park, KS, with 14 years of industry experience. Kenneth 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
7015 College Boulevard, Ste 100, Overland Park, KS, 66211
Get directionsHistory
Regulatory History (1)
Judgment / Lien
December 2009Other Business ActivitiesSells Insurance
Kenneth is appointed with Blue Cross/Blue Shield of Kansas City, selling major medical and dental insurance, and with Genworth, offering alternatives to term life insurance. He also participates in Mutual of Omaha Mortgage Lead Incentive Program. These activities require minimal time.
Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
State Registrations3 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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