Upper Midwest Mutual of Omaha Advisors
Hours
| Day of the Week | Hours |
|---|---|
| Mon | 8:00 AM - 4:30 PM |
| Tue | 8:00 AM - 4:30 PM |
| Wed | 8:00 AM - 4:30 PM |
| Thu | 8:00 AM - 4:30 PM |
| Fri | 8:00 AM - 4:30 PM |
| Sat | Closed |
| Sun | Closed |
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
Careers at Mutual of Omaha
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.
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.
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.
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.
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
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!
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.