Ryan Nelson Holt
Investment adviser representative at Mutual of Omaha Investor Services, Inc.
20 yearsExperience
1 stateRegistered in
$32MFirm assets
24 yearsFirm in business
Are you Ryan Nelson Holt? 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
20 years in the industry.
- Mutual of Omaha Investor Services, Inc.Mar 2023 to now
- Mutual of Omaha Investment ServicesFeb 2022 to now
- Mutual of Omaha Insurance CompanyApr 2021 to now
- Redemption Expressions, LLC.Aug 2016 to now
- UnemployedOct 2020 to Apr 2021
- KmtvOct 2006 to Oct 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2023
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
- 7357009
- Firm CRD
- 611