Jeffrey Boe
Jeffrey Boe is a registered investment advisor at Mutual of Omaha Investor Services, INC., based in Denver, CO, with 41 years of industry experience. Jeffrey 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
600 Grant Street, Ste 304, Denver, CO, 80203
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
December 1982Regulatory
December 1980Other Business ActivitiesSells Insurance
Jeffrey is an independent insurance agent with Colorado Insurance Benefits Inc. since 2014, spending minimal time as an insurance broker writing property and casualty insurance coverage, and also an insurance agent with Mutual of Omaha selling life, disability, long-term care, fixed annuities, and Medicare supplement insurance.
Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Previous Registrations
Moloney Securities CO., INC.Broker
Mutual of Omaha Investor Services, INC.Broker
Moloney Securities CO., INC.Broker
Moloney Securities CO., INC.Broker
1717 Capital Management CompanyBroker
Foresters Equity Services, INC.Broker
Rocky Mountain Securities & Investments, INC.Broker
Thrivent Investment Management INC.Broker
Tri-Bradley InvestmentsBroker
Boe & Company, INC.Broker
Fitzgerald, Talman, INC.Broker
Pacific Rim Securities, INC.Broker
Buckingham Securities, LTD.Broker
Rlr Securities Group, INC.Broker
Coughlin and Company, INC.Broker
J Daniel Bell & Company, INC.Broker
Vantage Securities of Colorado, INC.Broker
Boettcher & CompanyBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dain, Bosworth IncorporatedBroker
State Registrations1 state
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.