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
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
No Advisor Found.
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