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Location:
Omaha, NE
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LOCATION INFO
4122 S. 144th Street
Omaha, NE 68137
Phone: (402) 896-6464
Toll Free: (866) 304-6464
Fax: (402) 896-0189
ABOUT THIS LOCATION
The Mutual Fund Store in Omaha serves the areas of Council Bluffs, La Vista and Papillion. With more than 26 years combined industry experience, our investment advisors are here to help with your 401(k) rollover, saving for a child’s education or preparing a personalized retirement strategy.
Brian Leslie
CMFC®
Senior Investment Advisor
Joined The Mutual Fund Store in 2004.
Successfully completed the Series 65 license administered by FINRA.
Earned the distinction of Charter Mutual Fund Counselor (CMFC®).
B.S. in business administration with an emphasis in investment science/portfolio management and marketing from the University of Nebraska at Omaha.
Lifelong resident of Omaha.
Enjoys golf, volleyball, baseball and downhill skiing.
Doug Erbert
CFS
Senior Investment Advisor
Joined The Mutual Fund Store in 2002. Began his career in the financial services industry in 1992.
Successfully completed the Series 65 license administered by FINRA.
B.S. degree in Business Administration from Kansas State University and a Certificate in Financial Planning from the University of Missouri-Kansas City.
Married and has two children.
Hobbies include golf, watching football and coaching children’s sports.
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