Upper Midwest Mutual of Omaha Advisors

8:00 AM - 4:30 PM 8:00 AM - 4:30 PM 8:00 AM - 4:30 PM 8:00 AM - 4:30 PM 8:00 AM - 4:30 PMClosed Today Closed Today
N16 W23217 Stone Ridge Drive
Suite 120
Waukesha, WI 53188
US

Hours

Day of the WeekHours
Mon8:00 AM - 4:30 PM
Tue8:00 AM - 4:30 PM
Wed8:00 AM - 4:30 PM
Thu8:00 AM - 4:30 PM
Fri8:00 AM - 4:30 PM
SatClosed
SunClosed

Areas Served**

  • Wisconsin
  • Minnesota
  • Michigan
  • Iowa

Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.

Dedicated Professionals Guiding Others

Our Mission
Our Mission
We help our customers protect what they care about and achieve their financial goals.
Helping to Guide Others
Helping to Guide Others
With offices in Wisconsin, Eastern Minnesota, Northwestern Michigan and Northeastern Iowa, our advisors are helping to make a difference in the lives of others. Our team of dedicated professionals maintains the highest standards of professionalism and service to our customers. We begin by taking our customers through a process of discovery in several key areas. Only then, with the knowledge and understanding of the customer's wants and needs, do our advisors recommend the right strategies.
Mutual of Omaha Advisors Difference
Mutual of Omaha Advisors Difference
To help our advisors meet their goals, we provide uncommonly comprehensive training, personal branding and marketing strategies complete with an extensive library of material, a true career path and a meaningful financial investment to their future.
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Careers at Mutual of Omaha

Why Mutual of Omaha? We Value Your Success
It is our job and culture to help you become a successful financial advisor. This infrastructure of support is what separates us from others in the financial industry.
Uncommonly Comprehensive Training

We have a long history of developing talented individuals. Our comprehensive advisor training is built similar to a graduate school education in entrepreneurship. We have an advanced curriculum providing our advisors with the training, knowledge base, and tools to confidently begin as a Mutual of Omaha financial advisor.

A Marketing Game Plan

We have designed marketing strategies and tools to bring you valuable exposure, in the beginning of your career and throughout. A world-class CRM, extensive material library and resources to help build your digital brand are all available to help your business thrive.

A Career Path to Fit Your Lifestyle

We promote a work environment that takes your life into consideration as much as it does the lives of your clients. This includes providing future options allowing you to grow with one company. As you grow, so will your opportunities. For many new advisors, that means managing and growing their own team. From leading your success to leading a team, we have different paths for career growth.

Our Financial Commitment to You

When you are in our comprehensive training program and meet the criteria of activity, you will be compensated with no future strings attached. We believe in those we hire, and we believe in the quality of our training. We show what we believe through a financial commitment to our people.

Team Approach to Owning Your Career

We have assembled an incredible team around our advisors that are available to provide guidance, assistance with financial strategies, a wealth of knowledge, coaching, formal mentoring, and a joint-meeting strategy. We know that it is our job to support our advisors - not products - through our infrastructure of support.

About Mutual of Omaha Upper Midwest

Our advisors are helping to make a difference in the lives of others and maintain the highest standards of professionalism and service to our customers. We begin by taking our customers through a process of discovery in several key areas. Only then, with the knowledge and understanding of the customer's wants and needs, do our advisors recommend a suitable strategy.

If you want to make a difference in the lives of others in a meaningful career, we encourage you call your local office or visit advisorcareers.com. Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.

Our Team

Kirt Cochran
Managing Director
I am a life-long native of the Midwest, and I currently call Brookfield, Wisconsin, home. I’m fortunate to be married to my best friend, Linda and we have four wonderful children who we are so proud of. Being a former college athlete and sports ...
I am a life-long native of the Midwest, and I currently call Brookfield, Wisconsin, home. I’m fortunate to be married to my best friend, Linda and we have four wonderful children who we are so proud of. Being a former college athlete and sports enthusiast, Wisconsin has so much to offer! I was fortunate to be on a great basketball team that was elected to the Universities Hall of Fame at Southeast Missouri State.

As a former collegiate basketball coach, I have been coaching in the Financial Services industry for over 20 years to make a positive impact in our clients’ and advisors’ lives. I proudly serve as Managing Director of the Upper Midwest Division Office, supporting the states of Wisconsin and Minnesota along with our other leaders and Home Office partners. I’m actively involved in the local Chamber of Commerce and enjoy building relationships and supporting our communities. I’ve held many roles in the industry from Agent and Trainer, to Agency Manager, Regional Director and Managing Director. I have a great passion for people, our industry, and Mutual of Omaha!
Ana Portz
Advisor Recruiter
I graduated from the University of Wisconsin-Milwaukee with a degree in Global Management and a minor in Spanish. I studied in Ecuador as well as interned in Panama where I was able to immerse myself into the cultures and hone my Spanish skills. S...
I graduated from the University of Wisconsin-Milwaukee with a degree in Global Management and a minor in Spanish. I studied in Ecuador as well as interned in Panama where I was able to immerse myself into the cultures and hone my Spanish skills. Some of my hobbies include horse riding, yoga and cooking and my life goal is to travel to every Latin American country!

As the Advisor Recruiter for the Upper Midwest Division, my goal is to connect people to a career that is fulfilling and equally rewarding. Mutual of Omaha allows you to dive into your career by developing a creative marketing plan around impacting, protecting, and changing the lives of our clients and what they care about most. Whether you are looking for your first career after college, seeking a career change or even a change of pace within the financial industry, I am excited to connect to chat about a future within financial advising.
To request more information, please complete and submit this form:
First Name is required
Last Name is required
Zip must be in the format XXXXX or XXXXX-XXXX
I would like to be contacted
Phone Number is required
Email is required
I am a
What's the best time to reach you?
I would like to be contacted about
Let us know how we can help out (optional)
This is a solicitation of insurance. A licensed agent/producer may contact you.