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CFP

Christopher Bozzuto

Mutual of Omaha Investor Services, INC.
7 Years of Experience
Sacramento, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Christopher Bozzuto is a CFP-designated registered investment advisor at Mutual of Omaha Investor Services, INC., based in Sacramento, CA, with 7 years of industry experience. Christopher 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
282 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

100 Howe Avenue, Ste 120S, Sacramento, CA, 95825

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher is an insurance agent since 2018, selling health, life, dental, vision, disability, long term care, fixed annuities, and Medicare-related insurance products, dedicating full-time hours during trading hours. He also participates in Mutual of Omaha Mortgage Lead Incentive Program, spending minimal time submitting mortgage leads.

Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
March 2020 - Present · 6 yrs 7 mos
Mutual of Omaha Investor Services, INC.Broker
November 2018 - Present · 7 yrs 11 mos
State Registrations5 states
ARCAIDNMTX
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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