Yulando Fitzgerald Wallace
Investment adviser representative at Mutual of Omaha Investor Services, Inc.
11 yearsExperience
1 stateRegistered in
$32MFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Mutual of Omaha Insurance CompanyNov 2019 to now
- Mutual of Omaha Investor Services, Inc.Nov 2019 to now
- Lincoln Financial Securities CorporationAug 2015 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2000
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (VA).
Mutual of Omaha Investor Services, Inc.
$32MAssets managed
7,025Clients
280Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2306227
- Firm CRD
- 611