Michael J Einhorn
Investment adviser representative at Mutual of Omaha Investor Services, Inc.
16 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$32MFirm assets
Are you Michael J Einhorn? Claim your profile
Contact this firm
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
16 years in the industry.
- Mutual of Omaha Investor Services, Inc.Feb 2017 to now
- Mutual of Omaha Insurance CompanyFeb 2017 to now
- Divorce Financial SolutionsFeb 2014 to now
- Financial Advisors of Delaware ValleyNov 2011 to Feb 2017
- Principal Life Ins CoOct 2010 to Feb 2017
- Princor Financial Services CorpOct 2010 to Feb 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 5851304
- Firm CRD
- 611