Morgan Stanley
47yrs
Top advisor by experience in Sacramento
15yrs
Sheldon Nix
Full name on record: Sheldon Wayne Nix
Financial advisor at Mutual of Omaha Investor Services
Based in Sacramento, California, Sheldon Nix is a fiduciary financial advisor with 15 years of industry experience. Sheldon joined Mutual of Omaha Investor Services in 2014, 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 622 advisors with offices in Sacramento, and one of 549 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 60% of advisors at Mutual of Omaha Investor Services
Office100 Howe Avenue Suite 120s, Sacramento, CA 95825
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.
Career
- 2014 – nowMutual of Omaha Investor Services, Inc.Current firm
Contact Sheldon
100 Howe Avenue Suite 120sSacramento, CA 95825Office · Get directions Firm main line(402) 351-3102Headquarters: Mutual of Omaha Investor Services · Omaha, NE Firm websitewww.mutualofomaha.com/investments
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Questions to ask Sheldon
Tailored to Sheldon’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
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About Sheldon
How do I contact Sheldon?
Call Mutual of Omaha Investor Services at (402) 351-3102 and ask for Sheldon Nix. Sheldon works from the Sacramento, CA office.
How long has Sheldon been a financial advisor?
Sheldon has been in the industry since 2011, about 15 years. More experience than 60% of advisors at Mutual of Omaha Investor Services.
What licenses does Sheldon hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Sheldon a fiduciary?
Sheldon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sheldon 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 Sheldon 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.
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