Hayden Leonard Lassek
Investment adviser representative at Mutual of Omaha Investor Services, Inc.
10 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
10 years in the industry.
- Mutual of Omaha Insurance CompanyOct 2022 to now
- Mutual of Omaha Investor Services, Inc.Mar 2022 to now
- West Gate BankMay 2019 to Aug 2022
- UnemployedAug 2018 to May 2019
- Chips Bar and RestaurantJul 2016 to Aug 2018
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
- 7713684
- Firm CRD
- 611