Mutual Advisors, LLC

Mutual Advisors, LLC (CRD# 167658) is a financial advisory firm headquartered in Casper, WY. They manage $776,943,535 in 2,411 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    777
    MILLION
  • Total Number of Accounts
    2,411
    ACCOUNTS
  • Average Account Value
    $322,250
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, HI, ID, IL, LA, MI, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SD, TX, UT, VA, WA, WY

Financial Advisors at Mutual Advisors, LLC
Showing 1 - 10 of 70 top financial advisors.
1
Jeremy A. Dodd
CRD#: 4065448
110 E. Broadway Street, Sweetwater, TX 79556
96
Wealthminder
score

Jeremy Dodd (CRD# 4065448) is an Investment Advisor Representative working at Mutual Advisors, LLC in Sweetwater, TX and has over 18 years of experience in the finance industry. Jeremy Dodd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Renee Duba
CRD#: 1832027
24 Franklin Avenue, River Forest, IL 60305
96
Wealthminder
score

Renee Duba (CRD# 1832027) is an Investment Advisor Representative working at Mutual Advisors, LLC in River Forest, IL and has over 26 years of experience in the finance industry. Renee Duba has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Andrew R. Fuller
CRD#: 2585202
1551 Three Crowns Dr., Suite 100, Casper, WY 82604
96
Wealthminder
score

Andrew Fuller (CRD# 2585202) is an Investment Advisor Representative working at Mutual Advisors, LLC in Casper, WY and has over 23 years of experience in the finance industry.

4
Michael H. Gordon
CRD#: 1332723
1403 S. Grand Blvd., Suite 202n, Spokane, WA 99203
96
Wealthminder
score

Michael Gordon (CRD# 1332723) is an Investment Advisor Representative working at Mutual Advisors, LLC in Spokane, WA and has over 33 years of experience in the finance industry. Michael Gordon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
David M. Schuttig
CRD#: 2488503
313 All Sky Drive, Suite 100, Colorado Springs, CO 80921
96
Wealthminder
score

David Schuttig (CRD# 2488503) is an Investment Advisor Representative working at Mutual Advisors, LLC in Colorado Springs, CO and has over 24 years of experience in the finance industry. David Schuttig has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Bradley S. Sullivan
CRD#: 4733405
807-a Camarillo Springs Road, Camarillo, CA 93012
96
Wealthminder
score

Bradley Sullivan (CRD# 4733405) is an Investment Advisor Representative working at Mutual Advisors, LLC in Camarillo, CA and has over 14 years of experience in the finance industry. Bradley Sullivan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Dino H. Aloisio
CRD#: 2230434
Pasadena, CA
93
Wealthminder
score

Dino Aloisio (CRD# 2230434) is an Investment Advisor Representative working at Mutual Advisors, LLC in Pasadena, CA and has over 25 years of experience in the finance industry.

8
Marvin H. Baker
CRD#: 1842157
Paradise, CA
93
Wealthminder
score

Marvin Baker (CRD# 1842157) is an Investment Advisor Representative working at Mutual Advisors, LLC in Paradise, CA and has over 27 years of experience in the finance industry.

9
Franklin M. Bayol
CRD#: 15447
Rio Vista, CA
93
Wealthminder
score

Franklin Bayol (CRD# 15447) is an Investment Advisor Representative working at Mutual Advisors, LLC in Rio Vista, CA and has over 34 years of experience in the finance industry.

10
Debra S. Bell
CRD#: 2260690
1403 S. Grand Blvd., Suite 202n, Spokane, WA 99203
93
Wealthminder
score

Debra Bell (CRD# 2260690) is an Investment Advisor Representative working at Mutual Advisors, LLC in Spokane, WA and has over 25 years of experience in the finance industry.

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