KH
Kyle Hansen
MUTUAL OF OMAHA INVESTOR SERVICES
Omaha, NE
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CRD#: 7472946
KH
Kyle HansenMUTUAL OF OMAHA INVESTOR SERVICES
Professional summary
Kyle Hansen, who also goes by Kyle E. Hansen, Kyle Eric Hansen, is a registered financial advisor currently at MUTUAL OF OMAHA INVESTOR SERVICES, INC. located in Omaha, Nebraska.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Kyle has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.
Aliases
Kyle E. Hansen | Kyle Eric Hansen
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Hansen's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Kyle Hansen'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
November 24, 2025 - Present
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
Office #2: Mutual Of Omaha Plaza, Omaha, NE 68175RIA
BD
CRD#: 611
Omaha, NE
Current
November 21, 2025 - Present
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
Office #1: Mutual Of Omaha Plaza, Omaha, NE 68175RIA
BD
CRD#: 611
OMAHA, NE
Past
March 21, 2024 - November 14, 2025
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
Papillion, NE
Past
March 21, 2024 - November 14, 2025
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
Papillion, NE
Past
March 21, 2022 - February 27, 2024
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
OMAHA, NE
Past
February 22, 2022 - February 27, 2024
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
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
Alabama(1/16/2026)
RR
Alaska(1/16/2026)
RR
Arizona(1/16/2026)
RR
Arkansas(1/16/2026)
RR
California(1/16/2026)
RR
Colorado(1/16/2026)
RR
Connecticut(1/16/2026)
RR
Delaware(1/16/2026)
RR
District of Columbia(1/16/2026)
RR
Florida(1/16/2026)
RR
Georgia(1/16/2026)
RR
Hawaii(1/16/2026)
RR
Idaho(1/16/2026)
RR
Illinois(1/16/2026)
RR
Indiana(1/16/2026)
RR
Iowa(1/16/2026)
RR
Kansas(1/16/2026)
RR
Kentucky(1/16/2026)
RR
Louisiana(1/16/2026)
RR
Maine(1/16/2026)
RR
Maryland(1/16/2026)
RR
Massachusetts(1/16/2026)
RR
Michigan(1/16/2026)
RR
Minnesota(1/16/2026)
RR
Mississippi(1/16/2026)
RR
Missouri(1/16/2026)
RR
Montana(1/16/2026)
RR
Nebraska(11/21/2025)
IAR
Nebraska(11/24/2025)
RR
Nevada(1/16/2026)
RR
New Hampshire(1/16/2026)
RR
New Jersey(1/16/2026)
RR
New Mexico(1/16/2026)
RR
New York(1/16/2026)
RR
North Carolina(1/16/2026)
RR
North Dakota(1/16/2026)
RR
Ohio(1/16/2026)
RR
Oklahoma(1/16/2026)
RR
Oregon(1/16/2026)
RR
Pennsylvania(1/16/2026)
RR
Puerto Rico(1/16/2026)
RR
Rhode Island(1/16/2026)
RR
South Carolina(1/16/2026)
RR
South Dakota(1/16/2026)
RR
Tennessee(1/16/2026)
RR
Texas(1/16/2026)
RR
Utah(1/16/2026)
RR
Vermont(1/16/2026)
RR
Virgin Islands(1/16/2026)
RR
Virginia(1/16/2026)
RR
Washington(1/16/2026)
RR
West Virginia(1/16/2026)
RR
Wisconsin(1/16/2026)
RR
Wyoming(1/16/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/22/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory 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.
