Visionary Wealth Advisors
47yrs
Top advisor by experience at Visionary Wealth Advisors
47yrs
Samm Edward Tague
Financial advisor at Mutual of Omaha Investor Services
At a glance
Experience47 years (since 1979)
How that compares ?Top advisor by experience at Mutual of Omaha Investor Services
Office4700 S. Lindbergh Blvd, St, Louis, MO 63126
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2010 – nowMutual of Omaha Investor Services, Inc.Current firm
Questions to ask Samm
Tailored to Samm’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 Samm
How do I contact Samm?
Call Mutual of Omaha Investor Services at 402-351-3102 and ask for Samm Edward Tague. Samm works from the St, Louis, MO office.
How long has Samm been a financial advisor?
Samm has been in the industry since 1979, about 47 years. Top advisor by experience at Mutual of Omaha Investor Services.
What licenses does Samm hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Samm a fiduciary?
Samm is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Samm 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 Samm for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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