Compass Capital
46yrs
Top advisor by experience in Braintree
1yr
Will Young
Financial advisor at Mutual of Omaha Investor Services
Based in Braintree, Massachusetts, Will Young is a fiduciary financial advisor with 1 year of industry experience. Will has been with Mutual of Omaha Investor Services since 2026. Mutual of Omaha Investor Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 201 advisors with offices in Braintree, and one of 173 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office30 Braintree Hill Office Park Suite 106, Braintree, MA 02184
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
- Mar 2026 – nowMutual of Omaha Investor Services, Inc.Current firm
Contact Will
(402) 351-3102Firm headquarters in Omaha, NE. Ask for Will. 30 Braintree Hill Office Park Suite 106Braintree, MA 02184Office · Get directions Firm websiteHTTP://WWW.MUTUALOFOMAHA.COM/INVESTMENTS
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Questions to ask Will
Tailored to Will’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
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About Will
How do I contact Will?
Call Mutual of Omaha Investor Services at (402) 351-3102 and ask for Will Young. Will works from the Braintree, MA office.
How long has Will been a financial advisor?
Will has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Will hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Will a fiduciary?
Will is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Will 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 Will 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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