Terms of Use

Last updated: May 2026 

 

1. Acceptance of Terms

By accessing or using schroderfinancial.com (the “Site”), you agree to be bound by these Terms of Use. If you do not agree, please do not use this Site. Schroder Financial, LLC reserves the right to update these Terms at any time without prior notice. Continued use of the Site constitutes acceptance of any changes.

2. Nature of Information — Not Financial, Legal, or Tax Advice

Important: The content on this Site is provided for general informational purposes only. Nothing on this Site constitutes financial, investment, legal, or tax advice. Information presented does not represent a recommendation to buy, sell, or hold any security or insurance product.

All financial decisions should be made in consultation with a qualified professional who understands your specific circumstances. Schroder Financial, LLC and Mutual of Omaha Investor Services, Inc. do not provide tax or legal advice. Consult the appropriate professional regarding your particular situation.

3. No Guarantee of Results

References to financial strategies, insurance products, or investment approaches on this Site do not imply or guarantee specific outcomes, returns, or results. Past performance is not indicative of future results. All investments carry risk, including the possible loss of principal. Insurance product benefits are subject to policy terms and conditions.

4. Regulatory Disclosures

Securities offered through Mutual of Omaha Investor Services, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Mutual of Omaha Investor Services, Inc., an SEC Registered Investment Advisory Firm. Schroder Financial, LLC is not affiliated with Mutual of Omaha Investor Services. Insurance products and services are offered by various underwriting companies and are not available in all states.

You can verify the background of investment professionals at FINRA BrokerCheck.

5. Use of the Site

You agree to use this Site only for lawful purposes and in a manner that does not infringe the rights of others. You may not:

  • Use the Site to transmit unsolicited or unauthorized communications
  • Attempt to gain unauthorized access to any part of the Site or its systems
  • Use automated tools to scrape or collect data from the Site
  • Reproduce, duplicate, or distribute Site content without prior written consent

6. Form Submissions & Contact Requests

Submitting a contact, quote request, or booking form on this Site does not establish a client relationship or create any obligation on the part of Schroder Financial, LLC to provide services. A formal advisory or client relationship is only established through a signed written agreement.

By submitting a form, you consent to being contacted by Schroder Financial, LLC regarding your inquiry via the contact information provided.

7. Third-Party Links

This Site contains links to third-party websites including Mutual of Omaha Advisors’ contact portal, Microsoft Outlook booking, chamber organization websites, and FINRA/SIPC. These links are provided for convenience only. Schroder Financial, LLC does not endorse or assume responsibility for the content, privacy practices, or accuracy of any third-party site.

8. Intellectual Property

All content on this Site — including text, graphics, logos, and design — is the property of Schroder Financial, LLC or its licensors and is protected by applicable copyright and trademark laws. Unauthorized use is prohibited.

9. Limitation of Liability

To the fullest extent permitted by law, Schroder Financial, LLC shall not be liable for any direct, indirect, incidental, or consequential damages arising from your use of, or inability to use, this Site or its content. The Site is provided “as is” without warranties of any kind, express or implied.

10. Governing Law

These Terms of Use are governed by the laws of the State of Nebraska, without regard to its conflict of law provisions. Any disputes arising from use of this Site shall be subject to the exclusive jurisdiction of the courts located in Sarpy County, Nebraska.

11. Contact

Questions regarding these Terms of Use may be directed to:

Michael Schroder — Schroder Financial, LLC
17117 Burt St., Suite 300, Omaha, NE 68118
Phone: (402) 658-9461
Email: michael.schroder@mutualofomaha.com