Mutual Advisors, LLC

Mutual Advisors, LLC (CRD# 167658) is a financial advisory firm headquartered in Omaha, NE. They manage $5,305,999,278 in 20,842 accounts and serve the financial needs of clients across 46 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,306
    MILLION
  • Total Number of Accounts
    20,842
    ACCOUNTS
  • Average Account Value
    $254,582
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, 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

Financial Advisors at Mutual Advisors, LLC
Showing 31 - 40 of 137 top financial advisors.
31
Christopher A. Duke
CRD#: 5758549
1901 S. Bascom Ave., Ste. 1500, Campbell, CA 95008

Christopher Duke (CRD# 5758549) is an Investment Advisor Representative working at Mutual Advisors, LLC in Campbell, CA and has over 13 years of experience in the finance industry.

32
Stan M. Dungca
CRD#: 6196738
807-a Camarillo Springs Road, Camarillo, CA 93012

Stan Dungca (CRD# 6196738) is an Investment Advisor Representative working at Mutual Advisors, LLC in Camarillo, CA and has over 5 years of experience in the finance industry.

33
Daniel R. Dunlap
CRD#: 5276291
535 Lloyd Ave., Latrobe, PA 15650

Daniel Dunlap (CRD# 5276291) is an Investment Advisor Representative working at Mutual Advisors, LLC in Latrobe, PA and has over 16 years of experience in the finance industry.

34
Bruce D. Eckfeldt
CRD#: 5574202
7525 Se 24th St, Ste. 505, Mercer Island, WA 98040

Bruce Eckfeldt (CRD# 5574202) is an Investment Advisor Representative working at Mutual Advisors, LLC in Mercer Island, WA and has over 13 years of experience in the finance industry.

35
Jonathan M. Fairbanks
CRD#: 1237500
Hartford, CT

Jonathan Fairbanks (CRD# 1237500) is an Investment Advisor Representative working at Mutual Advisors, LLC in Hartford, CT and has over 40 years of experience in the finance industry.

36
Patricia T. Flores
CRD#: 5830800
113 N Church St, Suite 504, Visalia, CA 93291

Patricia Flores (CRD# 5830800) is an Investment Advisor Representative working at Mutual Advisors, LLC in Visalia, CA and has over 12 years of experience in the finance industry.

37
Michael J. Follese
CRD#: 1625081
323 Washington Ave N, Ste 200, Minneapolis, MN 55401

Michael Follese (CRD# 1625081) is an Investment Advisor Representative working at Mutual Advisors, LLC in Minneapolis, MN and has over 36 years of experience in the finance industry.

38
Jeffrey C. Fox
CRD#: 5637876
16020 Swingley Ridge Rd., Ste. 220, Chesterfield, MO 63017

Jeffrey Fox (CRD# 5637876) is an Investment Advisor Representative working at Mutual Advisors, LLC in Chesterfield, MO and has over 13 years of experience in the finance industry.

39
Mark A. Garcia
CRD#: 6981612
110 East Broadway Street, Sweetwater, TX 79556

Mark Garcia (CRD# 6981612) is an Investment Advisor Representative working at Mutual Advisors, LLC in Sweetwater, TX and has over 5 years of experience in the finance industry.

40
Paul S. Gianotti
CRD#: 4603254
1949 W Court St, Kankakee, IL 60901

Paul Gianotti (CRD# 4603254) is an Investment Advisor Representative working at Mutual Advisors, LLC in Kankakee, IL and has over 21 years of experience in the finance industry.

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