TS
ChFC
TS
ChFC

Tijuana Stuart

6 Years of Experience
Norcross, GA
2 DisclosuresBrokerSells Insurance

Tijuana Stuart is a ChFC-designated registered investment advisor at Mutual of Omaha Investor Services, INC., based in Norcross, GA, with 6 years of industry experience. Tijuana 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
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
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Location

Norcross, GA

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History

Regulatory History (2)
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Financial
February 2026
Final
Judgment / Lien
September 2025
Other Business ActivitiesSells Insurance

Tijuana is an insurance agent since 2017, selling life, health, and annuity products, dedicating full-time hours to this activity. Tijuana is also a debt collector since June 2024, dedicating about half their time to this activity.

Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
May 2024 - Present · 2 yrs 5 mos
Mutual of Omaha Investor Services, INC.Broker
May 2024 - Present · 2 yrs 5 mos
Mutual of Omaha Investor Services, INC.
January 2020 - Present · 6 yrs 9 mos
State Registrations2 states
FLGA
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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