AdFi
BA

Blake Anthony Lopez-Bierwirth

Investment Adviser Representative at Mutual OF Omaha Investor Services, Inc.

Overland Park, KSCRD #7291885Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Blake Anthony Lopez-Bierwirth is an investment adviser representative with Mutual of Omaha Investor Services, Inc. in Overland Park, KS, where they have been registered since 2021, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Kansas and Missouri.

Office

7015 College Boulevard, Ste 100
Overland Park, KS 66211

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Kansas, Missouri
Broker:
3 states and territories

Iowa, Kansas, Missouri

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 1/10/2022
Series 65
Uniform Investment Adviser Law Examination
Passed 8/6/2021
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/13/2021
SIE
Securities Industry Essentials Examination
Passed 12/3/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Mutual OF Omaha Investor Services, Inc.Current
12/13/2021 – Overland Park, KS
Mutual OF Omaha Investor Services, Inc.Current
8/6/2021 – Overland Park, KS

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Coach Automotive LLC
    May 2020 – Jul 2020Meriam, KS
  2. Iowa State University
    Aug 2016 – May 2020Ames, IA
  3. Mutual of Omaha Insurance Company
    Sep 2020 – no end date reportedKansas City, MO
  4. Mutual of Omaha Investor Services
    Sep 2020 – no end date reportedKansas City, MO

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Mutual OF Omaha Investor Services, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Saving for retirement and other important goals, reviewing current savings strategies, taking advantage of different account types and investment options, planning retirement income, employee benefits guidance, strategies for business owners, and estate and legacy planning.

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers
Firm areas of expertise
Retirement PlanningInvestment AdviceEstate PlanningEmployee BenefitsBusiness SuccessionCollege SavingsInsuranceFinancial Planning

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

Under $100M

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
279
Offices listed on AdvisorFinder:
28
Main office:
Omaha, NE
SEC file number:
801-61332

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 28, 2026

View full firm profile

Other advisors at Mutual OF Omaha Investor Services, Inc.

Showing 12 of 279 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Blake Anthony Lopez-Bierwirth has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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