Michael Dean Jund
Investment adviser representative at Mutual of Omaha Investor Services, Inc.
12 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
12 years in the industry.
- Mutual of Omaha Investor Services, Inc.Oct 2022 to now
- Mutual of Omaha Insurance CompanySep 2022 to now
- Eagle Strategies LLCAug 2021 to Aug 2022
- Nylife Securities LLCJul 2021 to Aug 2022
- New York Life Insurance CoNov 2020 to Aug 2022
- Proadvisor CoachAug 2019 to Nov 2020
- Hornor Townsend & Kent IncSep 2017 to Aug 2019
- Oneamerica SecuritiesApr 2015 to Jan 2017
- American United LifeSep 2014 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 2397339
- Firm CRD
- 611