Hillary Leffler
Investment adviser representative at Mutual of Omaha Investor Services, Inc.
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Mutual of Omaha Investor Services, Inc.Sep 2024 to now
- Mutual of Omaha Insurance CompanySep 2024 to now
- The Leaders Group IncJan 2022 to Aug 2024
- Betz Financial AdvisoryMar 2021 to Aug 2024
- Lincoln Financial SecuritiesDec 2019 to Mar 2021
- Academy FinancialJul 2014 to Mar 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (MD, MN).
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
- 6368097
- Firm CRD
- 611