Mutual Advisors, LLC
Mutual Advisors, LLC (CRD# 167658) is a financial advisory firm headquartered in Casper, WY. They manage $5,305,999,278 in 20,842 accounts and serve the financial needs of clients across 46 states (or territories).
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Total Assets Under Management5,306MILLION
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Total Number of Accounts20,842ACCOUNTS
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Average Account Value$254,582
- 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
Jeffrey Adler (CRD# 5359335) is an Investment Advisor Representative working at Mutual Advisors, LLC in Cincinnati, OH and has over 13 years of experience in the finance industry.
Charles Aikins (CRD# 2619340) is an Investment Advisor Representative working at Mutual Advisors, LLC in Omaha, NE and has over 27 years of experience in the finance industry.
Miriam Angel (CRD# 5765599) is an Investment Advisor Representative working at Mutual Advisors, LLC in Kingwood, TX and has over 4 years of experience in the finance industry.
Brian Bachelier (CRD# 3041797) is an Investment Advisor Representative working at Mutual Advisors, LLC in Clayton, MO and has over 24 years of experience in the finance industry.
Mary Barone (CRD# 1141253) is an Investment Advisor Representative working at Mutual Advisors, LLC in Casper, WY and has over 28 years of experience in the finance industry.
Evan Barrett (CRD# 5480678) is an Investment Advisor Representative working at Mutual Advisors, LLC in Calabasas, CA and has over 15 years of experience in the finance industry. Evan Barrett 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.
Sheryl Berkowitz (CRD# 3202717) is an Investment Advisor Representative working at Mutual Advisors, LLC in Camarillo, CA and has over 5 years of experience in the finance industry.
Scott Biermann (CRD# 1859333) is an Investment Advisor Representative working at Mutual Advisors, LLC in Clayton, MO and has over 34 years of experience in the finance industry.
Kenneth Bock (CRD# 3068881) is an Investment Advisor Representative working at Mutual Advisors, LLC in Thousand Oaks, CA and has over 24 years of experience in the finance industry. Kenneth Bock 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.
Charles Borquist (CRD# 5000247) is an Investment Advisor Representative working at Mutual Advisors, LLC in Gig Harhor, WA and has over 17 years of experience in the finance industry.