Cody Strietzel
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.May 2026 to now
- Mutual of Omaha Insurance CompanyApr 2026 to now
- Sutter Homes CoSep 2023 to Apr 2026
- Jita Contracting Inc.Aug 2022 to Sep 2023
- Durango Fire Protection DistrictOct 2020 to Jun 2024
- Asap Accounting & Payroll Inc.Sep 2020 to Aug 2022
- Wipfli LLPAug 2019 to Sep 2020
- Montana City Volunteer Fire DepartmentJun 2018 to Sep 2020
- Montana Department of JusticeSep 2015 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 8258470
- Firm CRD
- 611