Alexander Albert Alfonso
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 Investor Services, Inc.Aug 2022 to now
- Mutual of Omaha Insurance CompanyAug 2022 to now
- Pruco Securities, LLC.Mar 2019 to Jul 2022
- Colonial LifeNov 2018 to Mar 2019
- AXA Advisors, LLCMar 2017 to Nov 2018
- Unemployed, Took Time Off To Register for Miami Dade CollegeDec 2016 to Mar 2017
- International Finance BankOct 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4127664
- Firm CRD
- 611