Derek Loudenback
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.Jan 2026 to now
- Mutual of OmahaNov 2025 to now
- AgiaDec 2022 to Nov 2025
- Valic Financial Advisors, Inc.Feb 2021 to Nov 2025
- UnemployedSep 2020 to Jan 2021
- Atlas MedstaffMar 2020 to Sep 2020
- Nylife Securities LLCJul 2017 to Dec 2019
- New York Life Insurance Co.Jun 2017 to Dec 2019
- UnemployedSep 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2004
- Series 66 · Uniform Combined State Law2021
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
- 4747512
- Firm CRD
- 611