Varian Cole
Investment adviser representative at Mutual of Omaha Investor Services, Inc.
16 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
16 years in the industry.
- Mutual of Omaha Investor Services, Inc.Jan 2026 to now
- Mutual of Omaha Insurance CompanyNov 2025 to now
- State Farm Insurance CompanyOct 2024 to Nov 2025
- Fbl Marketing Services, LLCNov 2020 to Oct 2024
- Fbl Financial GroupNov 2018 to Oct 2024
- SojernFeb 2017 to Dec 2018
- Aaa Life Insurance CompanyFeb 2010 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2026
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
- 7308515
- Firm CRD
- 611