Mutual Advisors, LLC

Mutual Advisors, LLC (CRD# 167658) is a financial advisory firm headquartered in Omaha, NE. They manage $6,947,119,840 in 20,381 accounts and serve the financial needs of clients across 46 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,947
    MILLION
  • Total Number of Accounts
    20,381
    ACCOUNTS
  • Average Account Value
    $340,863
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Mutual Advisors, LLC
Showing 91 - 100 of 135 top financial advisors.
91
Alan D. Simms
CRD#: 2802056
12400 Olive Blvd. Ste 328, Saint Louis, MO 63141

Alan Simms (CRD# 2802056) is an Investment Advisor Representative working at Mutual Advisors, LLC in Saint Louis, MO and has over 27 years of experience in the finance industry.

92
Damon C. Simpson
CRD#: 2312292
27451 Tourney Rd., Ste. 160, Valencia, CA 91355

Damon Simpson (CRD# 2312292) is an Investment Advisor Representative working at Mutual Advisors, LLC in Valencia, CA and has over 31 years of experience in the finance industry.

93
Jeremy M. Stalcup
CRD#: 5588688
9140 W. Dodge, Ste. 230, Omaha, NE 68114

Jeremy Stalcup (CRD# 5588688) is an Investment Advisor Representative working at Mutual Advisors, LLC in Omaha, NE and has over 10 years of experience in the finance industry.

94
Lawrence R. Stone
CRD#: 2420645
482 N Rosemead Blvd. Ste 203, Pasadena, CA 91107

Lawrence Stone (CRD# 2420645) is an Investment Advisor Representative working at Mutual Advisors, LLC in Pasadena, CA and has over 30 years of experience in the finance industry.

95
Bradley S. Sullivan
CRD#: 4733405
807-a Camarillo Springs Road, Camarillo, CA 93012

Bradley Sullivan (CRD# 4733405) is an Investment Advisor Representative working at Mutual Advisors, LLC in Camarillo, CA and has over 20 years of experience in the finance industry.

96
Mark A. Taylor
CRD#: 1233017
241 Avenida Del Mar, San Clemente, CA 92672

Mark Taylor (CRD# 1233017) is an Investment Advisor Representative working at Mutual Advisors, LLC in San Clemente, CA and has over 31 years of experience in the finance industry.

97
Thomas Taylor
CRD#: 4442804
3415 S Sepulveda Blvd, 11th Floor, Los Angeles, CA 90034

Thomas Taylor (CRD# 4442804) is an Investment Advisor Representative working at Mutual Advisors, LLC in Los Angeles, CA and has over 22 years of experience in the finance industry.

98
Joseph B. Thaman
CRD#: 4918600
12400 Olive Blvd., Ste. 328, Saint Louis, MO 63141

Joseph Thaman (CRD# 4918600) is an Investment Advisor Representative working at Mutual Advisors, LLC in Saint Louis, MO and has over 15 years of experience in the finance industry.

99
Jared F. Thompson
CRD#: 3074861
W62 N582 Washington Ave., Cedarburg, WI 53012

Jared Thompson (CRD# 3074861) is an Investment Advisor Representative working at Mutual Advisors, LLC in Cedarburg, WI and has over 25 years of experience in the finance industry.

100
Linda S. Tjiputra
CRD#: 3276733
101 Metro Drive, Suite 264, San Jose, CA 95110

Linda Tjiputra (CRD# 3276733) is an Investment Advisor Representative working at Mutual Advisors, LLC in San Jose, CA and has over 24 years of experience in the finance industry.

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