Zachary Grusell (CRD# 6712567) is an Investment Advisor Representative working at Mutual Advisors, LLC in Caledonia, MI and has over 7 years of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Advisors, LLC | Casper, WY | Mar 2023 - Current | 1 |
| 2m Financial Group, LLC | Grand Rapids, MI | Aug 2017 - Current | 6 |
| New York Life Insurance Company | Grand Rapids, MI | Sep 2016 - Current | 7 |
| True Lacrosse | Grand Rapids, MI | Aug 2013 - Current | 10 |
| Eagle Strategies LLC | Grand Rapids, MI | Aug 2019 - Mar 2023 | 3 |
| Nylife Securities LLC | Grand Rapids, MI | Oct 2016 - Mar 2023 | 6 |
| Forest Hills Eastern High School | Ada, MI | May 2018 - Jan 2023 | 4 |
| Unemployed | Grand Rapids, MI | Aug 2016 - Sep 2016 | < 1 |
| True Lacrosse LLC | Grand Rapids, MI | Jan 2014 - Aug 2016 | 2 |
| Grand Valley State University | Allendale, MI | Sep 2011 - Apr 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- MI
-
Total Assets Under Management6,947MILLIONS
-
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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