Brokerage & Insurance Services

We provide our clients access to a menu of brokerage products and services as well as in-house investment management expertise.

Brokerage Services are available to Mutual of Omaha Bank clients through LPL Financial. Your wealth management advisor, who is a Registered Representative with LPL Financial, will work directly with you to plan and manage your investments to help achieve your financial goals.

Should you have more complex financial needs, your wealth management advisor can prepare sophisticated financial plans, which address major financial events of your life including retirement, education funding and wealth transfer. You will also have access to accounts that help you prepare for those events, such as:

  • Traditional and Roth IRAs, 401k and deferred compensation plans
  • Education savings accounts and 529 plans
  • Stocks, bonds and mutual funds
  • Life insurance, annuities and long term care
  • Corporate insurance services

Online brokerage services are available for clients who prefer to make their own investment decisions for a portion of their portfolio.

For additional information, please call us toll free at 866.826.3357.

Securities, insurance products and financial planning offered through LPL Financial & its affiliates, Member FINRA/SIPC a SEC Registered Investment Advisor. Mutual of Omaha Bank is not a registered broker/dealer and is not affiliated with LPL Financial.

Not FDIC Insured    |    Not Bank Guaranteed    |    May Lose Value
Not Guaranteed by any Government Agency    |    Not a Bank Deposit

This site is designed for U.S. Residents only. The services offered within this site are available through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.


Privacy Policy  |  Security Statement  |  Site Map
Mutual of Omaha Bank. All Rights Reserved