Garrett Tucker Shelton
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.Sep 2023 to now
- Mutual of Omaha Insurance CompanySep 2023 to now
- Mutual of Omaha Insurance CompanyNov 2022 to Aug 2023
- Mutual of Omaha Investor ServicesNov 2022 to Aug 2023
- Crowhop BrewingAug 2022 to Oct 2022
- Thrivent FinancialJul 2020 to Aug 2022
- Thrivent Investment Management IncJun 2020 to Aug 2022
- UnemployedMar 2020 to Jul 2020
- Crowhop BrewingJun 2019 to Mar 2020
- American Income LifeSep 2015 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7253884
- Firm CRD
- 611