Rafael Casillas
Rafael Casillas is a registered investment advisor at Mutual of Omaha Investor Services, INC., based in Cape Coral, FL, with 2 years of industry experience. Rafael 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
Cape Coral, FL
Get directionsHistory
Regulatory History (1)
Financial
July 2018Other Business ActivitiesSells Insurance
Rafael has been an insurance agent since 2015, selling life, health, and annuity products. This takes a full-time commitment during trading hours.
Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Mutual of Omaha Investor Services, INC.
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
More Advisors
- Peter Ardolino, ChFCAmeriprise Financial Services, LLC
- Ty Totzke, ChFCCwm, LLC
- Deanne Mathis, CFPCommonwealth Financial Network
- Craig Freund, CFPLPL Financial LLC
- Danielle Gates, CFPLPL Financial LLC
- Daniel Dame, ChFCPmg Wealth Management