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Philip Sessoms

Mutual of Omaha Investor Services, INC.
8 Years of Experience
Glen Allen, VA
4 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Philip Sessoms is a ChFC-designated registered investment advisor at Mutual of Omaha Investor Services, INC., based in Glen Allen, VA, with 8 years of industry experience. Philip 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
281 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

4870 Sadler Road, Ste 105, Glen Allen, VA, 23060

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2021
Settled
Regulatory
October 1999
Final
Regulatory
July 1997
Final
Criminal
October 1984
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Philip is an insurance agent since 2016, selling life, disability, long-term care, annuities, and group health insurance, spending full-time hours per week at Mutual of Omaha Insurance Company. He also participates in Mutual of Omaha's mortgage lead incentive program, dedicating minimal time, and operates Sessoms Consulting LLC for tax purposes, also known as Philip Sessoms Financial Services or Financial Phil.

Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.Broker
August 2017 - Present · 9 yrs 2 mos
Mutual of Omaha Investor Services, INC.
March 2017 - Present · 9 yrs 7 mos
State Registrations10 states
AZDCFLGAMDNCPASCVAWA
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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