Wealth Management Advisor of Mutual of Omaha Bank
Michael Pashak brings 20 years of insurance and investment experience to the Wealth Management Group located at Mutual of Omaha Bank, having spent the majority of his financial career as an independent agent. His financial experience provides clients with comprehensive wealth management strategies including retirement & college planning, insurance coverage, and employer-sponsored retirement plans.
Michael earned his FINRA Securities Series 6, 7, 24, 26, 63 and 65 registrations held through LPL Financial, as well as his life, health and variable annuity insurance licenses. He attained the AIF® credential in 2016. Attainment of the AIF® credential demonstrates understanding of the Prudent Practices and methodology.
Securities offered through LPL Financial, member FINRA (www.finra.org) /SIPC (www.sipc.org) Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured by Mutual of Omaha Bank and deposits and are not FDIC insured. These products are not obligations of Mutual of Omaha Bank and are not endorsed, recommended or guaranteed by Mutual of Omaha Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
Mutual of Omaha Bank
Millions of families across the country know Mutual of Omaha as a highly-rated provider of insurance and financial services…since 1909. Mutual of Omaha Bank is guided by the same principles that have made Mutual of Omaha one of the most trusted names in financial services. Just like our parent company, we offer our clients peace of mind and the resources to achieve their financial goals.
With our Wealth Management group, you’ll have a dedicated advisor supported by a team of financial specialists who focus on building and protecting your wealth. Together, they work to understand your unique situation and then provide solutions through professional investment management, brokerage & insurance services, private banking, and trust & estate services.