Kelsey M. Snyder
MUTUAL OF OMAHA INVESTOR SERVICES
Fort Wayne, IN
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CRD#: 7258665
Professional summary
Kelsey Mashae Snyder, CFP®, who also goes by Kelsey Fortenberry, Kelsey Snyder, Kelsey Mashae Synder, is a registered financial advisor currently at MUTUAL OF OMAHA INVESTOR SERVICES, INC. located in Fort Wayne, Indiana.
Kelsey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Kelsey has worked at 1 firm and has passed the Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kelsey Fortenberry | Kelsey Snyder | Kelsey Mashae Synder
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.
DBA Name: Thrive Financial, LLC; Start Date: 05/2024. Financial Planner/Coach & Owner; Thrive Financial, LLC; Start Date: 05/2024; Investment-Related; Full-time. Life Coach; Rise & Align, LLC; Start Date: 05/2024; Non-Investment Related; 0-10 hours per week; Duties and Responsibilities: General life and ADHD Coaching. Founder; The Chaos Collective, Inc.; Start Date: 05/2024; Non-Investment Related; 5-30 hours per month; Duties and Responsibilities: Connecting people to resources for personal development. Paraplanner; Clarity Financial; Start Date: 11/2021; Part-time employment; Investment-Related; 0-15 hours per week. Insurance Agent; Start Date: 07/2018; Non-Investment Related; Insurance lines of business: 3 (Life, Health, Annuities); 0-5 hours per week during trading hours. Bartender; 2Toms Brewing; Start Date: 11/2023; Part-time employment; Non-Investment Related; 0-10 hours per week. Mutual of Omaha Mortgage Lead Incentive Program; Non-Investment Related; Less than 1/hr per week; Submit qualified forward/reverse mortgage leads to Mutual of Omaha Mortgage when a customer indicates a potential need for these services.
CRS (Client Relationship Summary) - RIA
Click below to view Kelsey Mashae Snyder's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Kelsey Mashae Snyder'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®
CFP®
Start date: 2020
Experience
Current
November 3, 2020 - Present
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
RIA
BD
CRD#: 611
Fort Wayne, IN
Current
March 26, 2025 - Present
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
Office #1: N16w23217 Stone Ridge Drive Ste 120, Waukesha, WI 53188RIA
BD
CRD#: 611
Waukesha, WI
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.Highlighted states indicate IAR registrations
IAR
Indiana(12/13/2022)
Exams
General Industry/Product Exam
RR
Series 6TO
Date: 3/26/2025
Investment Company Products/Variable Contracts 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)
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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.
