Michael Linn
Michael Linn is a registered investment advisor at Mutual of Omaha Investor Services, INC., based in Little Rock, AR, with 13 years of industry experience. Michael 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
900 S Shackleford Rd, Suite 300, Little Rock, AR, 72211
Get directionsHistory
Regulatory History (1)
Criminal
May 1999Other Business ActivitiesSells Insurance
Michael is an insurance agent since 2010, selling health, life, annuity, property, and casualty insurance, operating under the DBA Michael Linn Insurance and Investments, Inc. This activity takes nearly full-time. Michael is also a freelance writer and participates in Mutual of Omaha Mortgage Lead Incentive Program, dedicating minimal time to the latter.
Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
State Registrations5 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.