UBS Financial Services
47yrs
Top advisor by experience in Phoenix
2yrs
Shane Tschida
Financial advisor at Mutual of Omaha Investor Services
Shane Tschida has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Phoenix, Arizona. Shane joined Mutual of Omaha Investor Services in 2025, 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 1701 advisors with offices in Phoenix, and one of 1591 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
OfficePhoenix, AZ
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
- Oct 2025 – nowMutual of Omaha Investor Services, Inc.Current firm
Contact Shane
Phoenix, AZOffice · Get directions Firm main line(402) 351-3102Headquarters: Mutual of Omaha Investor Services · Omaha, NE Firm websitewww.mutualofomaha.com/investmentsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Shane
Tailored to Shane’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Shane
How do I contact Shane?
Call Mutual of Omaha Investor Services at (402) 351-3102 and ask for Shane Tschida. Shane works from the Phoenix, AZ office.
How long has Shane been a financial advisor?
Shane has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Shane hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Shane a fiduciary?
Shane is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Shane 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 Shane 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
Sequent Planning
47yrs
Top advisor by experience at Sequent Planning
Smead Capital Management
46yrs
Top advisor by experience at Smead Capital Management
Merrill
46yrs
Top 1% by experience in Phoenix
LPL Financial
46yrs
Top 1% by experience in Phoenix
Sharpepoint
46yrs
Top 1% by experience in Phoenix