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Michael Dean Jund

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

Braintree, MACRD #2397339Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
Exams Passed
7

Professional summary

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

Michael Dean Jund is an investment adviser representative with Mutual of Omaha Investor Services, Inc. in Braintree, MA, where they have been registered since 2022. They have worked in the securities industry since 1999 and have been registered with 5 firms, including Eagle Strategies LLC and Hornor, Townsend & KENT, LLC. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Massachusetts.

Office

30 Braintree Hill Office Park, Ste 106
Braintree, MA 02184

Advisors at this office: 2

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

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Massachusetts
Broker:
20 states and territories

Arizona, California, Colorado, Connecticut, Delaware, Florida, Illinois, Iowa, Maine, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, Virginia, West Virginia

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

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/3/2014
Series 65
Uniform Investment Adviser Law Examination
Passed 12/9/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 11/23/1993
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/18/2001
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/23/1993
Series 24
General Securities Principal Examination
Passed 5/6/2002

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Mutual OF Omaha Investor Services, Inc.Current
11/10/2022 – Braintree, MA
Eagle Strategies LLC
8/10/2021 – 8/25/2022Waltham, MA
Hornor, Townsend & KENT, LLC
10/25/2017 – 8/7/2019Horsham, PA
Oneamerica Securities, Inc.
5/1/2015 – 1/25/2017Urbandale, IA
Thrivent Investment Management Inc.
7/8/2014 – 9/10/2014Johnston, IA

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. American United LIFE
    Sep 2014 – Nov 2018Urbandale, IA
  2. Oneamerica Securities
    Apr 2015 – Jan 2017Urbandale, IA
  3. Hornor Townsend & KENT Inc
    Sep 2017 – Aug 2019Horsham, PA
  4. New York Life Insurance Co
    Nov 2020 – Aug 2022Waltham, MA
  5. Nylife Securities LLC
    Jul 2021 – Aug 2022Waltham, MA
  6. ProAdvisor Coach
    Aug 2019 – Nov 2020Brimfield, MA
  7. Eagle Strategies LLC
    Aug 2021 – Aug 2022Waltham, MA
  8. Mutual of Omaha Investor Services
    Oct 2022 – no end date reportedBraintree, MA
  9. Mutual of Omaha Insurance Company
    Sep 2022 – no end date reportedBraintree, MA

Official records & sources

Data as of August 11, 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

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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. Michael Dean Jund 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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