Gerard Mlinar (CRD# 1825253) is an Investment Advisor Representative working at Mutual Advisors, LLC in Hermosa, SD and has over 35 years of experience in the finance industry.
CRD# 3205339
Rbc Capital Markets, LLC
CRD# 6140072
Lpl Financial LLC
CRD# 1315766
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Advisors, LLC | Casper, WY | Jan 2017 - Current | 7 |
| Yield Advisory | Rapid City, SD | Jan 2010 - Current | 14 |
| Gerard Mlinar | Kearney, NE | Nov 2005 - Current | 18 |
| 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 |
- NE
- SD
- TX
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Total Assets Under Management6,947MILLIONS
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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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