Craig J. Reiser: Financial Advisor & Insurance Agent

Craig J. Reiser: Financial Advisor & Insurance Agent Mutual of Omaha is a Financial Services firm that specializes in Financial Planning and Insurance In 2022, I obtained my Series 7 license.

I graduated from the University of Nebraska-Lincoln in 2004 with a degree in marketing and a minor in economics, and I’ve been passionate about helping people with their financial futures ever since. That same year, I earned my Life and Health Insurance and Property and Casualty licenses, which allowed me to start working with families and individuals on a variety of insurance needs. Over the year

s, I continued to expand my knowledge by earning my Series 6 and 63 licenses in 2007, my Series 65 in 2008, officially becoming a licensed Financial Advisor. This gave me the ability to offer even more services, like individual stocks, exchange-traded funds, bonds, and options, to better serve my clients. What I enjoy most about my work is working with clients to create financial strategies that are as unique as they are. I offer personalized support in areas like investment management, retirement planning, risk management, and income planning. My goal is always to give clients confidence and peace of mind, knowing they have a plan in place that reflects their individual goals and dreams. I proudly serve clients in Norfolk, Omaha, and O’Neill, as well as surrounding areas in Nebraska, South Dakota, and Iowa. My wife, Rachel, and I live in Norfolk, Nebraska, with our three kids—Adelynn, Hayden, and Carson. We love spending time outdoors, whether it’s hiking, boating, or fishing. We’re avid Husker fans, with a growing love for the Kansas City Chiefs as well, thanks to our boys! Disclosure: http://www.mutualofomaha.com/disclosure/ 3.‎ Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org). 4. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company. 5. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. 6. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites.

Many families spend years focusing on one goal: saving for college.But once college begins, new questions emerge around ...
09/03/2026

Many families spend years focusing on one goal: saving for college.

But once college begins, new questions emerge around withdrawals, qualified expenses, and making the most of those education savings.

Episode 87 of Make It Personal explores the next phase of the college planning journey.

🎧 Watch here: https://mutualofomaha.co/4xgJ0s8

Knowing when to apply for Social Security is an important part of building a reliable retirement income strategy. The ag...
09/02/2026

Knowing when to apply for Social Security is an important part of building a reliable retirement income strategy. The age you choose can impact your monthly benefit and how your retirement plan comes together over time. This guide explains key timing considerations and helps reduce confusion around the application process.

Learn when to apply for Social Security in 2026, how early you should file, and how long it takes to receive your first benefit payment.

Many taxpayers miss out on valuable deductions and credits each year simply because they are not aware they exist.This a...
09/01/2026

Many taxpayers miss out on valuable deductions and credits each year simply because they are not aware they exist.

This article I found highlights some of the most commonly overlooked tax breaks and why they matter when it comes to keeping more of what you earn.

Tax planning is not just about filing once a year, it is about building a strategy that looks for opportunities to reduce waste, improve efficiency, and support long-term financial goals.

If you are unsure whether you are taking full advantage of available tax benefits, it may be worth reviewing your overall financial plan. Contact me for more information!

These deductions and credits can mean the difference between a tax bill and a tax refund

One of the most common financial questions is whether to focus on paying off debt or building savings.The reality is, it...
08/31/2026

One of the most common financial questions is whether to focus on paying off debt or building savings.

The reality is, it is not always an either or decision. Finding the right balance depends on factors like interest rates, emergency savings, and overall financial priorities.

This article breaks down how to approach both and when each should take priority.

Discover key factors to consider when choosing between paying off debt and saving for the future. Plus, find professional advice on managing debt while still saving.

08/28/2026

Losing someone you love is always difficult and navigating insurance shouldn’t add more stress. When Evie reached out about her dad’s life insurance policy, she found clear guidelines and compassionate support that helped her focus on what mattered most — her family and moving forward.

Average retirement savings by age can offer useful perspective, but the numbers do not tell the whole story. Looking at ...
08/27/2026

Average retirement savings by age can offer useful perspective, but the numbers do not tell the whole story. Looking at both average and median retirement savings by age can help show how balances vary, what may be influencing them and why benchmarks often work best as planning references rather than personal scorecards.

See average and median retirement savings by age, how 401(k) balances vary and what these benchmarks may help you understand about retirement planning.

Have you ever wondered if technology can really understand what's most important about your financial goals?Episode 86 o...
08/27/2026

Have you ever wondered if technology can really understand what's most important about your financial goals?

Episode 86 of Make It Personal explores the growing role of AI in financial planning and why personal priorities still matter when making important money decisions.

🎧 Watch here: https://mutualofomaha.co/4y3hjnh

08/26/2026

It's never too early to start thinking about disability insurance. It's for anyone who works!

08/25/2026

There’s no better feeling than being acknowledged for a job well done.
When JD Power ranked Mutual of Omaha No. 1 in Customer Satisfaction among individual life insurance providers in the 2025 U.S. Individual Life Insurance Study, customer service associates felt especially proud to be recognized.

Learn more about why Mutual of Omaha is a top-ranked life insurance provider: https://mutualofomaha.co/4uWmFyZ

Annuities can be a helpful tool for creating more stability and predictability in retirement, but many people are unsure...
08/24/2026

Annuities can be a helpful tool for creating more stability and predictability in retirement, but many people are unsure how they actually work.

Understanding your options can make it easier to determine what strategies align with your goals and comfort level.

Find insights to help you make decisions about Medicare, retirement, financial planning, business, life insurance and health and wellness.

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Norfolk, NE

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Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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+14023796745

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