Robert Nestor
Investment adviser representative at Mutual of Omaha Investor Services, Inc.
25 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
25 years in the industry.
- Alternatives, Inc.Jan 2022 to now
- Rha Health Services (previously Salisbury Behavioral Health)Nov 2019 to now
- Mutual of Omaha Investor Services, Inc.Nov 2018 to now
- Mutual of Omaha Insurance CompanyOct 2018 to now
- UpsOct 2018 to Dec 2019
- Dollar Tree CorporationDec 2017 to Sep 2018
- Rite Aid PharmacyMar 2001 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 3163472
- Firm CRD
- 611