Mutual Advisors, LLC

Mutual Advisors, LLC (CRD# 167658) is a financial advisory firm headquartered in Casper, WY. They manage $4,614,864,198 in 16,135 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,615
    MILLION
  • Total Number of Accounts
    16,135
    ACCOUNTS
  • Average Account Value
    $286,016
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.

AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at Mutual Advisors, LLC
Showing 1 - 10 of 134 top financial advisors.
1
Jeffrey Adler
CRD#: 5359335
3825 Edwards Rd, Ste. 103, Cincinnati, OH 45209

Jeffrey Adler (CRD# 5359335) is an Investment Advisor Representative working at Mutual Advisors, LLC in Cincinnati, OH and has over 12 years of experience in the finance industry.

2
Susan C. Agiert
CRD#: 1056989
807-a Camarillo Springs Road, Camarillo, CA 93012

Susan Agiert (CRD# 1056989) is an Investment Advisor Representative working at Mutual Advisors, LLC in Camarillo, CA and has over 22 years of experience in the finance industry.

3
Charles R. Aikins
CRD#: 2619340
9140 W. Dodge, Ste. 230, Omaha, NE 68114

Charles Aikins (CRD# 2619340) is an Investment Advisor Representative working at Mutual Advisors, LLC in Omaha, NE and has over 26 years of experience in the finance industry.

4
Miriam O. Angel
CRD#: 5765599
1801 Kingwood Dr, Ste 160, Kingwood, TX 77339

Miriam Angel (CRD# 5765599) is an Investment Advisor Representative working at Mutual Advisors, LLC in Kingwood, TX and has over 3 years of experience in the finance industry.

5
Brian A. Bachelier
CRD#: 3041797
8025 Bonhomme Ave., Ste. 100, Clayton, MO 63105

Brian Bachelier (CRD# 3041797) is an Investment Advisor Representative working at Mutual Advisors, LLC in Clayton, MO and has over 23 years of experience in the finance industry.

6
Mary A. Barone
CRD#: 1141253
1551 Three Crowns Dr., Suite 100, Casper, WY 82604

Mary Barone (CRD# 1141253) is an Investment Advisor Representative working at Mutual Advisors, LLC in Casper, WY and has over 27 years of experience in the finance industry.

7
Evan C. Barrett
CRD#: 5480678
4500 Park Grenada Blvd., Ste. 202, Calabasas, CA 91302

Evan Barrett (CRD# 5480678) is an Investment Advisor Representative working at Mutual Advisors, LLC in Calabasas, CA and has over 14 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.

8
Debra S. Bell
CRD#: 2260690
1403 S. Grand Blvd., Suite 202n, Spokane, WA 99203

Debra Bell (CRD# 2260690) is an Investment Advisor Representative working at Mutual Advisors, LLC in Spokane, WA and has over 29 years of experience in the finance industry.

9
Sheryl A. Berkowitz
CRD#: 3202717
807-a Camarillo Springs Rd, Camarillo, CA 93012

Sheryl Berkowitz (CRD# 3202717) is an Investment Advisor Representative working at Mutual Advisors, LLC in Camarillo, CA and has over 4 years of experience in the finance industry.

10
Scott D. Biermann
CRD#: 1859333
8025 Bonhomme Ave, Ste. 100, Clayton, MO 63105

Scott Biermann (CRD# 1859333) is an Investment Advisor Representative working at Mutual Advisors, LLC in Clayton, MO and has over 33 years of experience in the finance industry.

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