The Mutual Fund Store

The Mutual Fund Store (CRD# 165877) is a financial advisory firm headquartered in Overland Park, KS. They manage $126,625,842 in 1,020 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    1,020
    ACCOUNTS
  • Average Account Value
    $124,143
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
  • 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.

KS, LA, TX

Financial Advisors at The Mutual Fund Store
Showing 1 - 4 of 4 top financial advisors.
1
Benjamin T. West
CRD#: 5165293
10950 Grandview Drive, Suite 500, Overland Park, KS 66210
96
Wealthminder
score

Benjamin West (CRD# 5165293) is an Investment Advisor Representative working at The Mutual Fund Store in Overland Park, KS and has over 6 years of experience in the finance industry. Benjamin West 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
Bert L. Boutte
CRD#: 4984482
1600 Highway 6, Suite 170, Sugar Land, TX 77478
93
Wealthminder
score

Bert Boutte (CRD# 4984482) is an Investment Advisor Representative working at The Mutual Fund Store in Sugar Land, TX and has over 11 years of experience in the finance industry.

3
Robert T. Fenno
CRD#: 4947700
10950 Grandview Drive, Suite 500, Overland Park, KS 66210
93
Wealthminder
score

Robert Fenno (CRD# 4947700) is an Investment Advisor Representative working at The Mutual Fund Store in Overland Park, KS and has over 11 years of experience in the finance industry.

4
Denna M. Quinones
CRD#: 6012720
2202 Timberloch Place, Ste 100, The Woodlands, TX 77380
90
Wealthminder
score

Denna Quinones (CRD# 6012720) is an Investment Advisor Representative working at The Mutual Fund Store in The Woodlands, TX and has over 4 years of experience in the finance industry.

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