Raul Aulet
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.Jun 2025 to now
- Mutual of Omaha Insurance CompanyJun 2025 to now
- N/aNov 2024 to Jun 2025
- First Command Advisory Services, Inc.Nov 2024 to Nov 2024
- First Command Insurance Services, Inc.Nov 2024 to Nov 2024
- Uni Uni LogisticsJan 2024 to Apr 2024
- Door DashOct 2023 to Jan 2024
- First Command Brokerage Services, IncSep 2023 to Nov 2024
- Umemployed/ SchoolJun 2023 to Oct 2023
- DabellaJan 2023 to Jun 2023
- UnemployedJun 2022 to Jan 2023
- SpectrumMar 2019 to Jun 2022
- Unemployed/schoolFeb 2018 to Mar 2019
- UspsJan 2015 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7803935
- Firm CRD
- 611