Patrick McGlade: Financial Representative

Patrick McGlade: Financial Representative registered representavie At the age of 50, I decided to embark on a new path, leveraging my extensive business acumen and passion for helping others.

With over three decades of experience in the automotive industry, I transitioned into the realm of financial services, driven by a desire for a new challenge and an opportunity to make a meaningful difference in people’s lives. My journey began unexpectedly when, despite being accepted into the Air Force Academy and enrolled in law school, I found myself drawn to the car business, where I spent 32

years honing my skills and eventually owning my own Chrysler dealership in Plattsmouth, Nebraska. Joining Mutual of Omaha, I obtained licenses in Health and Life, and Series 6 and 63, positioning myself to provide comprehensive financial solutions to individuals and families across Iowa and Nebraska, as well as in several other states. Beyond my professional achievements, my commitment to community service is ingrained in my ethos. From coaching soccer for nearly two decades to serving on the Council Bluffs City Council and participating in various civic initiatives, I’ve remained dedicated to enhancing the well-being of those around me. In my practice, I prioritize transparency, affordability, and simplicity, offering insurance and financial products tailored to navigate life’s transitions with confidence. Whether it’s planning for retirement, protecting loved ones, or pursuing financial goals, I strive to help empower my clients to achieve financial security and peace of mind. Outside of work, family is the cornerstone of my life. Celebrating 43 years of marriage, my wife and I cherish moments spent traveling, supporting our children and nine grandchildren in their endeavors, and cheering them on from the sidelines of football, soccer, basketball, and volleyball games. With a deep-rooted commitment to both professional excellence and personal fulfillment, I am honored to serve and support my clients on their financial journey, offering steadfast guidance through every season of life.

Hope isn’t a strategy. Protection is what keeps your business resilient when the unexpected happens.  This episode of Ma...
05/28/2026

Hope isn’t a strategy. Protection is what keeps your business resilient when the unexpected happens.

This episode of Make It Personal discusses why planning for the unexpected is essential and how the right protection strategies can help prevent disruption from becoming disaster.

🎧 Learn more: https://mutualofomaha.co/4dLkPtR

05/25/2026

Let’s take a moment to pay tribute to the courageous men and women whose unwavering commitment and ultimate sacrifice have helped protect and preserve the freedoms we cherish.

What if your financial decisions today could support your life now and create opportunities for generations to come? Epi...
05/21/2026

What if your financial decisions today could support your life now and create opportunities for generations to come?

Episode 72 of Make It Personal explores the “Legacy Loop” and how intentional planning can help you build wealth that extends beyond your lifetime.

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

Did you know American alligators were once on the endangered species list? Learn about their incredible conservation sto...
05/18/2026

Did you know American alligators were once on the endangered species list? Learn about their incredible conservation story through the lens of Mutual of Omaha’s Wild Kingdom. Go back to 1985 with the classic series episode “Operation Alligator.” Then, tune in for Wild Kingdom Protecting the Wild’s “Graduation Day for a Gator” to see how alligator conservation has evolved over four decades.

Discover the American alligator’s story. https://wildkingdom.co/3Ponx0b

If April is the only time you think about taxes, you may be leaving opportunities on the table. Episode 71 of Make It Pe...
05/14/2026

If April is the only time you think about taxes, you may be leaving opportunities on the table.

Episode 71 of Make It Personal focuses on shifting from reactive filing to proactive tax strategy and how that can create more control year-round.

🎧 Watch here: https://mutualofomaha.co/3PhPneM

If you couldn’t run your business tomorrow, what would happen next? Episode 70 of Make It Personal focuses on why buildi...
05/07/2026

If you couldn’t run your business tomorrow, what would happen next?

Episode 70 of Make It Personal focuses on why building a business that can operate without you is key to increasing value and creating a more secure exit.

🔗 Watch here: https://mutualofomaha.co/4tvOltK

05/04/2026

Major life transitions often come with financial shifts.

This episode of Make It Personal explores how the empty nest phase can open the door to new planning opportunities and priorities.

🎧 Watch here: https://mutualofomaha.co/3PhG1Q4

When the kids leave home, your finances don’t just slow down, they shift. Lower expenses. More flexibility. New decision...
04/30/2026

When the kids leave home, your finances don’t just slow down, they shift.

Lower expenses. More flexibility. New decisions to make.

Episode 69 of Make It Personal explores how the empty nest years can be a powerful opportunity to realign your financial strategy not just prepare for retirement.

🎧 Watch here: https://mutualofomaha.co/42GbONA

04/27/2026

If owner compensation is inconsistent, it can create unnecessary financial stress.

This episode of Make It Personal walks through how more intentional pay strategies can support both business and personal finances.

🎧 Watch here: https://mutualofomaha.co/3QKCbzd

Many business owners pay themselves last. But if your business can’t support consistent owner pay, it may be time to ret...
04/23/2026

Many business owners pay themselves last. But if your business can’t support consistent owner pay, it may be time to rethink the structure.

Episode 68 discusses how building in compensation can create stability for both you and your business.

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

Address

17117 Burt Street
Omaha, NE
68118

Website

https://outlook.office365.com/book/PatrickMcGladeMutualofOmaha@mutual

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