Marc Gaillard
Investment adviser representative at Mutual of Omaha Investor Services, Inc.
13 yearsExperience
1 stateRegistered in
$32MFirm assets
24 yearsFirm in business
Are you Marc Gaillard? 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
13 years in the industry.
- Mutual of Omaha Investor Services, Inc.Jul 2018 to now
- Mutual of Omaha Insurance CompanyMay 2018 to now
- Penn Mutual Life Insurance CoJan 2016 to May 2018
- Hornor Townsend & Kent IncMar 2013 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6177266
- Firm CRD
- 611