Upper Midwest

Mutual of Omaha Advisors

Phone:
608-782-5293
Fax:
608-782-4464
Visit us on social:
Areas Served:
Wisconsin, Minnesota, Michigan and 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
We help our customers protect what they care about and achieve their financial goals.

Helping to Guide Others
With offices in LaCrosse and throughout 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
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.
Learn more about how our approach separates us from others in the financial industry.

News & Updates

  • Mutual of Omaha Advisors - Upper Midwest

    Mutual of Omaha Advisors - Upper Midwest is a local Mutual of Omaha Division Office in LaCrosse, WI. We are a leading provider of life insurance,...

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  • Hitting the open road this summer? Check out this great list of the best time of year to visit each of the 50 states!...

  • Bastille Days

    Bastille Days returns to Milwaukee July 11 – 14...

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  • From leading your success to leading a team, we have different paths for career growth. Learn more at www.advisorcareers.com...

  • Congratulations to Jay Van Beusekom, LUTCF for being Advisor of the month with our Milwaukee team in June. We appreciate your dedication to your...

  • To Land a Great Job, Talk About Why You Love Your Work

    Hiring managers want to know that you’ll be engaged in your new role.

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