Dan Cafaro - Mutual of Omaha

Founded in 1937, Waddell & Reed Inc. is one of the oldest mutual fund complexes in the United States. Located in Pittsburgh, Pa., it is also one of the leading asset management and financial planning firms in the nation. The company operates its business through its subsidiary companies, primarily Waddell & Reed Investment Management Company, Ivy Investment Management Company and Legend Advisory Corporation. Through its subsidiaries, Waddell & Reed Financial Inc. provides investment management, investment product underwriting/distribution and mortgage/financial planning services to clients throughout the United States.

Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company, offering a range of financial products and services through its registered representatives and investment advisor representatives. The company is known for its commitment to financial planning and advisory services, ensuring clients have access to necessary resources for their financial well-being. Headquartered in Omaha, Nebraska, Mutual of Omaha Insurance Company operates nationwide, with various insurance products and services that cater to diverse client needs. While some products may not be available in all states, each underwriting company maintains its own responsibilities for contractual and financial obligations. Generated from the website

Mutual of Omaha Advisors operates as a division of Mutual of Omaha Insurance Company, providing a range of financial services and products through its network of registered representatives and investment advisors. The firm is committed to upholding its contractual and financial obligations through its various licensed underwriting companies across the nation. With a focus on client-centric solutions, Mutual of Omaha Advisors ensures that its offerings are tailored to meet the diverse needs of its clientele. The organization emphasizes professionalism, with distinctions between financial representatives and advisors, ensuring clarity for consumers seeking guidance in financial planning and insurance products. Generated from the website