RBC Capital Markets
47yrs
Top 1% by experience in Omaha
15yrs
Daniel Perry
Financial advisor at Mutual of Omaha Investor Services
Daniel Perry is a fiduciary financial advisor in Omaha, Nebraska, with 15 years in the industry. After eight years at Securities America Advisors, Daniel joined Mutual of Omaha Investor Services in 2019, a firm offering financial planning, investment management, and selecting outside investment managers. Mutual of Omaha Investor Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1872 advisors with offices in Omaha, and one of 1744 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 59% of advisors at Mutual of Omaha Investor Services
OfficeMutual Of Omaha Plaza, Omaha, NE 68175
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$4,656
Advisors at the firm282
States licensed ?1 state
Services through Mutual of Omaha Investor Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowMutual of Omaha Investor Services, Inc.Current firm
- 2011 – 2019Securities America Advisors, Inc.Previously
Contact Daniel
(402) 351-3102Mutual of Omaha Investor Services main office Mutual Of Omaha PlazaOmaha, NE 68175Office · Get directions Firm websiteHTTP://WWW.MUTUALOFOMAHA.COM/INVESTMENTS
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Mutual of Omaha Investor Services at (402) 351-3102 and ask for Daniel Perry. Daniel works from the Omaha, NE office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2011, about 15 years. More experience than 59% of advisors at Mutual of Omaha Investor Services.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Mutual of Omaha Investor Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in Omaha
LPL Financial
47yrs
Top 1% by experience in Omaha
Ameriprise Financial Services
47yrs
Top 1% by experience in Omaha
Gladstone Wealth Partners
47yrs
Top advisor by experience at Gladstone Wealth Partners
Arnold Weitz & CO
47yrs
Top 1% by experience in Omaha