Danielle Fosmer
Investment adviser representative at Mutual of Omaha Investor Services, Inc.
14 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
14 years in the industry.
- Mutual of Omaha Investor Services, Inc.Jun 2025 to now
- Mutual of OmahaJun 2025 to now
- Lincoln Financial DistributorsSep 2024 to May 2025
- Lincoln Financial Advisors CorporationNov 2022 to Sep 2024
- Lincoln Financial Securities CorporationNov 2022 to Sep 2024
- Lincoln Financial Distributors, Inc.Nov 2022 to May 2024
- Mutual of Omaha Investor ServicesOct 2012 to Nov 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 4367475
- Firm CRD
- 611