We provide our clients access to a menu of brokerage products and services as well as in-house investment management expertise.
Brokerage Services are available to Mutual of Omaha Bank clients through LPL Financial. Your wealth management advisor, who is a Registered Representative with LPL Financial, will work directly with you to plan and manage your investments to help achieve your financial goals.
Should you have more complex financial needs, your wealth management advisor can prepare sophisticated financial plans, which address major financial events of your life including retirement, education funding and wealth transfer. You will also have access to accounts that help you prepare for those events, such as:
- Traditional and Roth IRAs, 401k and deferred compensation plans
- Education savings accounts and 529 plans
- Stocks, bonds and mutual funds
- Life insurance, annuities and long term care
- Corporate insurance services
Online brokerage services are available for clients who prefer to make their own investment decisions for a portion of their portfolio.
For additional information, please call us toll free at 866.826.3357.