SS
Silver Sibert
MUTUAL OF OMAHA INVESTOR SERVICES
Omaha, NE 68118
Some features on this profile are disabled
CRD#: 6471103
SS
Professional summary
Silver Sibert, who also goes by Silver Bertina Sibert, Silver Bertina Strahm, is a registered financial advisor currently at MUTUAL OF OMAHA INVESTOR SERVICES, INC. located in Omaha, Nebraska.
Silver is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Silver has worked at 6 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Silver Bertina Sibert | Silver Bertina Strahm
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 6/2021 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, ANNUITIES AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: SIBERT FITNESS LLC DBA ANYTIME FITNESS INVESTMENT RELATED: NO ADDRESS: 2118 MARKET LANE, SUITE 2, NORFOLK, NE 68701 NATURE OF BUSINESS: HEALTH CLUB START DATE: 8/2019 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OVERSEEING THE BOOKKEEPING ASPECT OF THE BUSINESS; 3. NAME OF OTHER BUSINESS: MIDTOWN EVENT CENTER INVESTMENT RELATED: NO ADDRESS: 1102 RIVERSIDE BLVD, NORFOLK, NE 68701 NATURE OF BUSINESS: EVENT CENTER START DATE: 1/2023 POSITION/TITLE/RELATIONSHIP: EMPLOYEE - SERVER APX NUMBER OF HOURS PER WEEK: 6 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: SET UP TABLES/CHAIRS, SERVE FOOD AND DRINKS 4. NAME OF OTHER BUSINESS: Mutual of Omaha INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE SALES START DATE: 1/2025 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: INSURANCE SALES; Insurance Lines of Business: Life, Health, Annuities 4. NAME OF OTHER BUSINESS: LOFT INVESTMENT RELATED: NO ADDRESS: 17151 Davenport St, Omaha, NE 68118 NATURE OF BUSINESS: Retail - Clothing START DATE: 9/2024 POSITION/TITLE/RELATIONSHIP: Sales Clerk APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: Clothing sales
CRS (Client Relationship Summary) - RIA
Click below to view Silver Sibert's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Silver Sibert's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 30, 2025 - Present
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
Office #1: 17117 Burt Street Suite 300, Omaha, NE 68118RIA
BD
CRD#: 611
Omaha, NE
Current
January 29, 2025 - Present
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
Office #1: 17117 Burt Street Suite 300, Omaha, NE 68118RIA
BD
CRD#: 611
Omaha, NE
Past
December 3, 2024 - January 2, 2025
CWM, LLC
RIA
CRD#: 155344
Omaha, NE
Past
February 28, 2024 - December 3, 2024
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
OMAHA, NE
Past
February 28, 2024 - January 14, 2025
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
OMAHA, NE
Past
August 17, 2023 - February 5, 2024
THE WEALTH CONSULTING GROUP
RIA
CRD#: 173194
Nofolk, NE
Past
July 21, 2023 - March 13, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
NORFOLK, NE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
MOFA | MUTUAL OF OMAHA INVESTOR SERVICES, INC. | MUTUAL OF OMAHA FUND MANAGEMENT COMPANY | MUTUAL OF OMAHA FINANCIAL ADVISORS | MUTUAL OF OMAHA ADVISORS | MOIS
CRD#: 611 / SEC#: 801-61332, 8-47290
RIA
Registered Investment Advisory firm - SEC (7/30/2002 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(6/18/2025)
RR
Illinois(6/18/2025)
RR
Iowa(6/18/2025)
RR
Kansas(6/18/2025)
RR
Missouri(6/18/2025)
RR
Nebraska(1/29/2025)
IAR
Nebraska(1/30/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/21/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
MOFA | MUTUAL OF OMAHA INVESTOR SERVICES, INC. | MUTUAL OF OMAHA FUND MANAGEMENT COMPANY | MUTUAL OF OMAHA FINANCIAL ADVISORS | MUTUAL OF OMAHA ADVISORS | MOIS
CRD#: 611 / SEC#: 801-61332, 8-47290
RIA
Registered Investment Advisory firm - SEC (7/30/2002 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020
Mailing Address
3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020
Phone number
(402) 351-3102
Established
Nebraska since 09/01/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
277
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 116 |
| AUM (Assets Under Management) | $ 24,355,321 |
Disclosures
| Regulatory Event | 4 |
| Arbitration | 2 |
| Bond | 8 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
CRD#: 611Omaha, NE 68118TRUST BUT VERIFY
Monitor Silver Sibert
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
