RH
Ryan N. Holt
MUTUAL OF OMAHA INVESTOR SERVICES
OMAHA, NE 68118
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CRD#: 7357009
RH
Ryan Nelson HoltMUTUAL OF OMAHA INVESTOR SERVICES
Professional summary
Ryan Nelson Holt is a registered financial advisor currently at MUTUAL OF OMAHA INVESTOR SERVICES, INC. located in Omaha, Nebraska.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Ryan has worked at 1 firm and has passed the Series 63, Series 65, Series 6TO and SIE exams.
Aliases
None
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.
Insurance Agent - Mutual of Omaha - 04/2021 - Non-investment Related - Insurance lines of business: Life Insurance, Disability Income Insurance, Critical Illness Insurance, Fixed Annuities, Long-Term Care Insurance, Dental Insurance, Medicare Supplements, Medicare Advantage, Part D Prescription Plans
Hours/per week during trading hours: 27
Redemption Expressions, LLC. - President/CEO - 15549 Burdette St. Omaha, NE 68116 - 08/2016 - Non-investment Related - My business is an online clothing store. I design clothing logos and social media posts and maintain my website - I work about 8 hours/Month and 0 Hours/Day during trading times.
Hours/per week during trading hours: 0
Redemption Marketing Agency LLC - President/CEO - 15549 Burdette St Omaha, NE 68116 - 08/2023 - Non-investment Related - My business is a very small Marketing Agency helping faith-based businesses, churches, and non-profits set up sales and marketing systems, processes, and revenue. I am still in early stages of building a team to meet with clients and implement solutions. I would say I work about 8 hours/week and maybe 2 hours/week during trading times.
Hours/per week during trading hours: 2
Redemption Mastermind LLC - President/CEO - 15549 Burdette St Omaha, NE 68116 - 08/2023 - Non-investment Related - I am building a business to be a Business Coach coaching people on building a business, sales, marketing, and operations with a focus on living a faith-driven life. I am building slow with social and email marketing mostly. I would say I'm working about 8 hours/week with maybe 4 hours/week during trading times.
Hours/per week during trading hours: 4
Redemption Healthy Living, LLC - President/CEO - 15549 Burdette St Omaha, NE 68116 - 08/2023 - I set up this LLC, but have not started doing business yet. My goal is to make a simple Blog Website generating Affiliate Income from Health Products.
Hours/per week during trading hours: 0
Redemption Holdings LLC - President/CEO - 15549 Burdette St Omaha, NE 68116 - 08/2024 - I set up this LLC with the goal to make it a Holding Company for all my other "Redemption" companies, but it is still technically a regular LLC.
Hours/per week during trading hours: 0
RNH Media LLC - President/CEO - 3400 Plantation Dr, Suite 100 #403, Lincoln, Nebraska 68516 US - 12/24 - PRESENT - Non-investment Related - RNH Media is a faith-driven leadership media and coaching business. I create educational content, publish written materials, and provide business and leadership coaching to entrepreneurs and executives. All content and coaching is focused exclusively on NON-INVESTMENT RELATED BUSINESS SKILLS/PRACTICES; leadership development, operational discipline, and biblical principles - no financial advice is provided. I work approximately 8-10 hours/week with maybe 2-3 hours/week during trading times.
Hours/per week during trading hours: 2-3
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Nelson Holt's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Ryan Nelson Holt'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
March 7, 2023 - Present
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
Office #1: 17117 Burt Street Suite 300, Omaha, NE 68118RIA
BD
CRD#: 611
OMAHA, NE
Current
May 23, 2023 - Present
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
Office #1: 17117 Burt Street Suite 300, Omaha, NE 68118RIA
BD
CRD#: 611
OMAHA, 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
Iowa(10/23/2023)
IAR
Nebraska(3/7/2023)
RR
Nebraska(9/16/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 5/22/2023
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.
Company Information
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
CRD#: 611Omaha, NE 68118TRUST BUT VERIFY
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