Dawn Claussen (CRD# 5445747) is an Investment Advisor Representative working at Mutual Advisors, LLC in Bellevue, NE and has over 15 years of experience in the finance industry.
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
CRD# 4758589
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Securities, Inc. | Camarillo, CA | Apr 2016 - Current | 8 |
| Mutual Advisors, LLC | Casper, WY | Apr 2016 - Current | 8 |
| Unemployed | Bellevue, NE | Dec 2015 - Mar 2016 | < 1 |
| Geneos Wealth Management, Inc. | Omaha, NE | Mar 2015 - Nov 2015 | < 1 |
| Manarin Securities Corp. | Omaha, NE | Apr 2011 - Mar 2015 | 3 |
| Manarin Investment Counsel, Ltd | Omaha, NE | Jan 2010 - Mar 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2008 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- NE
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Total Assets Under Management6,947MILLIONS
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Total Number of Accounts20,381ACCOUNTS
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Average Account Value$340,863
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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