Gerard MlinarCRD Number: 1825253
Current Firm: Mutual Advisors, LLC
Gerard Mlinar (CRD# 1825253) is an Investment Advisor Representative working at Mutual Advisors, LLC in Keystone, SD and has over 34 years of experience in the finance industry.
Rbc Capital Markets, LLC
Bms Financial Advisors, LLC
Fsc Securities Corporation
|Mutual Advisors, LLC||Casper, WY||Jan 2017 - Current||5|
|Yield Advisory||Rapid City, SD||Jan 2010 - Current||12|
|Gerard Mlinar||Kearney, NE||Nov 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1988|
|S65||NASAA Investment Advisors Law Examination||Apr 1995|
|S66||NASAA Uniform Combined State Law Examination||May 2005|
Total Assets Under Management4,615MILLIONS
Total Number of Accounts16,135ACCOUNTS
Average Account Value$286,016
- 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)
AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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