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Christopher T Dunham

Investment adviser representative at Mutual of Omaha Investor Services, Inc.
19 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

19 years in the industry.

  1. Mutual of Omaha Investor Services, Inc.May 2026 to now
  2. Mutual 1st FederalMar 2026 to May 2026
  3. Bridges Investment ManagementNov 2025 to Mar 2026
  4. LowesJul 2025 to Oct 2025
  5. UnemployedApr 2025 to Jul 2025
  6. Mutual of Omaha Investor SvcsNov 2007 to Apr 2025

Exams passed

  • Series 63 · Uniform Securities Agent State Law2008
  • Series 66 · Uniform Combined State Law2014

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
5475326
Firm CRD
611
Advisor's SEC record (opens in a new tab)
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