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Grant Runyan

Engineering Prosperity for Individuals, Families & Business Owners to build, protect & pass on wealth with confidence | Financial Planner • Educator • Risk Mitigator | Retirement & Investing Strategies

Role
Financial Advisor at Mutual of Omaha
Location
Omaha, NE, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Grant Runyan

In pursuing financial goals, it is important to identify priorities, understand available…

Experience

  1. Financial Advisor

    Mutual of Omaha

    Jan 2014 — Present

    My team and I utilize insurance products to help protect assets needed for retirement while simultaneously setting up retirement plans and managed money platforms to strategize with clients in helping to reach their current and future financial goalsDisclosures:‎ This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1.‎‎ Insurance Licensed in: NE ‎2. ‎ Disclosure: ‎ ‎3.‎ Securities offered through Mutual of Omaha Investor Services, Inc, a Registered ‎Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Mutual of ‎Omaha Investor Services, Inc. a SEC Registered Investment Advisory Firm. FINRA SIPC ‎ ‎4.‎ Mutual of Omaha Financial Advisors is the ‎marketing name for Mutual of Omaha Investor Services, Inc. ‎5.‎ The third-party comments displayed are not verified, may not be accurate and are ‎not necessarily representative of our client experiences.‎ ‎6.‎ Any links to third-party websites and resources are provided solely as a ‎convenience to you and not as an endorsement of the content. We make no ‎representations or warranties as to the accuracy, timeliness, suitability, ‎completeness, or relevance of any information prepared by any unaffiliated third ‎party.‎ 17117 Burt Street Suite 300, Omaha NE 68118

Education

  • University of Nebraska at Omaha

    Bachelor of Science in Business Administration, Small Business Management with focus on Entrepreneurship

    2007 — 2012

Skills

  • Credit
  • Financial Analysis
  • Disability Insurance
  • Fixed Annuities
  • Series 6
  • Retail Banking
  • Series 65
  • Managed Money
  • Cash Management
  • Deposits
  • Customer Service
  • 401k Rollovers
  • Sep Ira
  • Traditional Ira
  • Series 63
  • Indexed Annuities
  • Small Business Lending
  • Term Life Insurance
  • Sba
  • Retirement Planning
  • Retirement
  • Long Term Care Insurance
  • 401k
  • Consumer Lending
  • Life Insurance
  • Finance
  • Banking Relationships
  • Securities
  • Variable Annuities
  • Loans
  • Financial Advisory
  • Iras
  • Cross Selling
  • Roth Ira
  • Simple Ira
  • Banking
  • Community Banking

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Grant Runyan — Financial Advisor at Mutual of Omaha in Omaha, NE, US | Unifers