Alfredo Arenas
Investment adviser representative at Mutual of Omaha Investor Services, Inc.
12 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
12 years in the industry.
- Mutual of Omaha Investor Services, Inc.Jul 2026 to now
- Mutual of Omaha Insurance CompanyJul 2026 to now
- Around the Clock Mortgage, LLCFeb 2019 to now
- Pfs Investments Inc.Jul 2024 to Dec 2024
- Mutual of Omaha Insurance CompanyJan 2023 to Oct 2023
- Mutual of Omaha Investor ServicesJan 2023 to Oct 2023
- Primerica Financial ServicesApr 2021 to Sep 2021
- Acceptance InsuranceSep 2014 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7362096
- Firm CRD
- 611