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 - 10 of 144 top financial advisors.
1
Kurt D. Balderston
CRD#: 3025260
124 Chesterfield Valley Drive, Chesterfield, MO 63005
96
Wealthminder
score

Kurt Balderston (CRD# 3025260) is an Investment Advisor Representative working at The Mutual Fund Store in Chesterfield, MO and has over 18 years of experience in the finance industry. Kurt Balderston 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
Gary L. Bussing
CRD#: 2444012
11095 Metcalf Avenue, Overland Park, KS 66210
96
Wealthminder
score

Gary Bussing (CRD# 2444012) is an Investment Advisor Representative working at The Mutual Fund Store in Overland Park, KS and has over 22 years of experience in the finance industry. Gary Bussing 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
Frederick G. Ferrara
CRD#: 2114799
1112 Galleria Blvd, Suite 160, Roseville, CA 95678
96
Wealthminder
score

Frederick Ferrara (CRD# 2114799) is an Investment Advisor Representative working at The Mutual Fund Store in Roseville, CA and has over 22 years of experience in the finance industry.

4
Andrew S. Hedrick
CRD#: 2148266
555 E. Basse Road, Suite 120, San Antonio, TX 78209
96
Wealthminder
score

Andrew Hedrick (CRD# 2148266) is an Investment Advisor Representative working at The Mutual Fund Store in San Antonio, TX and has over 25 years of experience in the finance industry. Andrew Hedrick 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.

5
Brian P. Leslie
CRD#: 5056329
573 N. 155th Plaza, Omaha, NE 68154
96
Wealthminder
score

Brian Leslie (CRD# 5056329) is an Investment Advisor Representative working at The Mutual Fund Store in Omaha, NE and has over 11 years of experience in the finance industry. Brian Leslie 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.

6
Kevin W. Logan
CRD#: 3089827
2350 Mission College Blvd, Suite 450, Santa Clara, CA 95054
96
Wealthminder
score

Kevin Logan (CRD# 3089827) is an Investment Advisor Representative working at The Mutual Fund Store in Santa Clara, CA and has over 18 years of experience in the finance industry. Kevin Logan 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.

7
Sean T. O'bannon
CRD#: 4316870
4301 Hacienda Drive, Suite 100, Pleasanton, CA 94588
96
Wealthminder
score

Sean O'bannon (CRD# 4316870) is an Investment Advisor Representative working at The Mutual Fund Store in Pleasanton, CA and has over 15 years of experience in the finance industry. Sean O'bannon 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
Eric M. Peterson
CRD#: 1025268
10500 Sw Greenburg, Suite 200, Portland, OR 97223
96
Wealthminder
score

Eric Peterson (CRD# 1025268) is an Investment Advisor Representative working at The Mutual Fund Store in Portland, OR and has over 31 years of experience in the finance industry. Eric Peterson 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.

9
Andrew P. Smith
CRD#: 4560547
5025 E. 82nd Street, Suite 1400, Indianapolis, IN 46250
96
Wealthminder
score

Andrew Smith (CRD# 4560547) is an Investment Advisor Representative working at The Mutual Fund Store in Indianapolis, IN and has over 14 years of experience in the finance industry. Andrew Smith 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.

10
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 13 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.

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