Brendan Mutchler (CRD# 7274235) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mifflinburg, PA and has over 3 years of experience in the finance industry.
CRD# 5625453
Private Advisor Group, LLC
CRD# 1375505
Ameriprise Financial Services, LLC
CRD# 1568254
Merit Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Mifflinburg, PA | Jun 2020 - Current | 3 |
| Unemployed | Montoursville, PA | Jul 2019 - Jun 2020 | < 1 |
| Liberty Mountain | Montoursville, PA | Jun 2015 - Jul 2019 | 4 |
| Blaise Alexander Family Dealerships | Muncy, PA | Apr 2015 - Jun 2015 | < 1 |
| School | Montoursville, PA | Jan 2010 - Apr 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
- PA
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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