Luis Ronald Guerrero
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 Investor Services, Inc.Jul 2024 to now
- Mutual of Omaha Insurance CompanyJan 2024 to now
- Sunshine Lien Search, IncApr 2017 to now
- Radisson HotelMay 2021 to Mar 2022
- Jesta Hotel & ResortsAug 2016 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
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
- 7956240
- Firm CRD
- 611