Gerard Mlinar, financial advisor Keystone SD

Gerard Mlinar

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Gerard P. Mlinar
Phone Number: 307-439-6357
Registered State(s):
  • SD
By the Numbers
  • Total Assets Under Management
    4,615
    MILLIONS
  • Total Number of Accounts
    16,135
    ACCOUNTS
  • Average Account Value
    $286,016
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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