Be advised. This firm is no longer registered.

The Mutual Fund Store

The Mutual Fund Store (CRD# 109238) is a financial advisory firm headquartered in Overland Park, KS. They manage $8,137,569,702 in 69,645 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,138
    MILLION
  • Total Number of Accounts
    69,645
    ACCOUNTS
  • Average Account Value
    $116,844
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.

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

Financial Advisors at The Mutual Fund Store
Showing 1 - 9 of 9 top financial advisors.
1
Michael D. Clark
CRD#: 4412807
3780 Green Mountain Crossing Drive, Shiloh, IL 62269
98
Wealthminder
score

Michael Clark (CRD# 4412807) is an Investment Advisor Representative working at The Mutual Fund Store in Shiloh, IL and has over 14 years of experience in the finance industry.

2
Charles T. Turner
CRD#: 4596162
9500 Heritage Hills Circle, Suite 300, Lone Tree, CO 80124
96
Wealthminder
score

Charles Turner (CRD# 4596162) is an Investment Advisor Representative working at The Mutual Fund Store in Lone Tree, CO and has over 15 years of experience in the finance industry. Charles Turner 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.

3
Lisa M. Anderson Linnebur
CRD#: 2111806
10950 Grandview Drive, Suite 500, Overland Park, KS 66210
93
Wealthminder
score

Lisa Anderson Linnebur (CRD# 2111806) is an Investment Advisor Representative working at The Mutual Fund Store in Overland Park, KS and has over 10 years of experience in the finance industry.

4
Clifford M. Brandt
CRD#: 1902051
7301 College Blvd, Ste 220, Overland Park, KS 66210
93
Wealthminder
score

Clifford Brandt (CRD# 1902051) 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.

5
Walter J. Kasianchuk
CRD#: 4815984
2350 Mission College Blvd, Suite 450, Santa Clara, CA 95054
93
Wealthminder
score

Walter Kasianchuk (CRD# 4815984) is an Investment Advisor Representative working at The Mutual Fund Store in Santa Clara, CA and has over 13 years of experience in the finance industry.

6
Jeffrey T. McNinch
CRD#: 2131417
1910 Monroe Avenue, Rochester, NY 14618
93
Wealthminder
score

Jeffrey McNinch (CRD# 2131417) is an Investment Advisor Representative working at The Mutual Fund Store in Rochester, NY and has over 21 years of experience in the finance industry.

7
Chang Y. Shin
CRD#: 2605773
7301 College Boulevard, Suite 220, Overland Park, KS 66210
93
Wealthminder
score

Chang Shin (CRD# 2605773) is an Investment Advisor Representative working at The Mutual Fund Store in Overland Park, KS and has over 23 years of experience in the finance industry.

8
Robert E. Stork
CRD#: 5854960
11095 Metcalf Avenue, Overland Park, KS 66210
93
Wealthminder
score

Robert Stork (CRD# 5854960) is an Investment Advisor Representative working at The Mutual Fund Store in Overland Park, KS and has over 7 years of experience in the finance industry.

9
Ronald M. Tabus
CRD#: 1372382
1449 Boardman-canfield Rd, Suite 170, Boardman, OH 44512
93
Wealthminder
score

Ronald Tabus (CRD# 1372382) is an Investment Advisor Representative working at The Mutual Fund Store in Boardman, OH and has over 19 years of experience in the finance industry.

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