Alexander Michael Stefanic
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.Dec 2025 to now
- Mutual of Omaha Insurance CompanyNov 2025 to now
- UnemployedApr 2025 to Nov 2025
- James River Home Health and HospiceNov 2024 to Apr 2025
- MckessonJan 2022 to Oct 2024
- UnemployedOct 2021 to Dec 2021
- Capital OneJan 2021 to Oct 2021
- Guilford CountyOct 2020 to Dec 2020
- Honda Aircraft CompanyApr 2018 to Oct 2020
- UnemployedFeb 2018 to Apr 2018
- Ernst & Young LLPJul 2017 to Feb 2018
- Pricewaterhouse Coopers LLPJan 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 8197303
- Firm CRD
- 611