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).
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Total Assets Under Management6,947MILLION
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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
Jason Goosen (CRD# 6991268) is an Investment Advisor Representative working at Mutual Advisors, LLC in Caledonia, MI and has over 5 years of experience in the finance industry.
Ethan Greek (CRD# 6478944) is an Investment Advisor Representative working at Mutual Advisors, LLC in Latrobe, PA and has over 6 years of experience in the finance industry.
Zachary Grusell (CRD# 6712567) is an Investment Advisor Representative working at Mutual Advisors, LLC in Caledonia, MI and has over 7 years of experience in the finance industry.
Lucas Jacobson (CRD# 4501885) is an Investment Advisor Representative working at Mutual Advisors, LLC in San Diego, CA and has over 3 years of experience in the finance industry.
Bradley Laninga (CRD# 6104986) is an Investment Advisor Representative working at Mutual Advisors, LLC in Allendale, MI and has over 6 years of experience in the finance industry.
Patrick Nanamura (CRD# 7252027) is an Investment Advisor Representative working at Mutual Advisors, LLC in Portervile, CA and has over 3 years of experience in the finance industry.
Hamid Omid (CRD# 2181498) is an Investment Advisor Representative working at Mutual Advisors, LLC in Newtonville, MA and has over 31 years of experience in the finance industry.
Ronald Panichelle (CRD# 1005385) is an Investment Advisor Representative working at Mutual Advisors, LLC in Latrobe, PA and has over 41 years of experience in the finance industry.
Christopher Ralph (CRD# 7185908) is an Investment Advisor Representative working at Mutual Advisors, LLC in Caledonia, MI and has over 4 years of experience in the finance industry.
Juliann Riley (CRD# 3276214) is an Investment Advisor Representative working at Mutual Advisors, LLC in Camarillo, CA and has over 24 years of experience in the finance industry.