Danielle Mutz, financial advisor Albuquerque NM

Danielle Mutz

CRD Number: 4179319
Current Firm: Cross State Financial Group LLC

Danielle Mutz (CRD# 4179319) is an Investment Advisor Representative working at Cross State Financial Group LLC in Albuquerque, NM and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Cross State Tax & Financial, LLC Albuquerque, NM Feb 2022 - Current 2
Cross State Financial Group, LLC Albuquerque, NM Dec 2015 - Current 8
Comanche Creek Brewing Company, LLC Eagle Nest, NM Jul 2009 - Current 14
Crown Capital Securities, LP Orange, CA Oct 2016 - Dec 2019 3
Foothill Securities Inc. Mountain View, CA Dec 2009 - Oct 2016 6
Corporate Benefit Consultants Albuquerque, NM May 2003 - Aug 2016 13
Creative Memories Albuquerque, NM Nov 2001 - Nov 2015 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2003
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Danielle E. Mutz
Phone Number: 800-621-6974
Registered State(s):
  • CO
  • FL
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    145
    MILLIONS
  • Total Number of Accounts
    1,060
    ACCOUNTS
  • Average Account Value
    $137,223
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, IA, MI, NJ, NM, NV, PA, TX

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