Mutual Advisors, LLC

Mutual Advisors, LLC (CRD# 167658) is a financial advisory firm headquartered in Omaha, NE. They manage $6,947,119,840 in 20,381 accounts and serve the financial needs of clients across 46 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,947
    MILLION
  • Total Number of Accounts
    20,381
    ACCOUNTS
  • Average Account Value
    $340,863
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 51 - 60 of 135 top financial advisors.
51
James K. Hu
CRD#: 4601732
556 N. Diamond Bar Blvd., Ste. 304-a, Diamond Bar, CA 91765

James Hu (CRD# 4601732) is an Investment Advisor Representative working at Mutual Advisors, LLC in Diamond Bar, CA and has over 21 years of experience in the finance industry.

52
Aaron T. Jasper
CRD#: 5016734
807-a Camarillo Springs Road, Camarillo, CA 93012

Aaron Jasper (CRD# 5016734) is an Investment Advisor Representative working at Mutual Advisors, LLC in Camarillo, CA and has over 17 years of experience in the finance industry.

53
Brent D. Johnson
CRD#: 3136246
1297 Flynn Rd., Ste. 280, Camarillo, CA 93012

Brent Johnson (CRD# 3136246) is an Investment Advisor Representative working at Mutual Advisors, LLC in Camarillo, CA and has over 25 years of experience in the finance industry.

54
William J. Jones
CRD#: 1943251
7702 E Doubletree Rand Rd., Ste. 300, Scottsdale, AZ 85258

William Jones (CRD# 1943251) is an Investment Advisor Representative working at Mutual Advisors, LLC in Scottsdale, AZ and has over 34 years of experience in the finance industry.

55
Arcadia B. Keane
CRD#: 6456077
898 N Pacific Coast Hwy, Ste 740, El Segundo, CA 90245

Arcadia Keane (CRD# 6456077) is an Investment Advisor Representative working at Mutual Advisors, LLC in El Segundo, CA and has over 6 years of experience in the finance industry.

56
Brian J. Kearns
CRD#: 6106107
1506 1/2 Florence Ave., Evanston, IL 60201

Brian Kearns (CRD# 6106107) is an Investment Advisor Representative working at Mutual Advisors, LLC in Evanston, IL and has over 11 years of experience in the finance industry.

57
Charles A. Kelsey
CRD#: 5395066
Fort Worth, TX

Charles Kelsey (CRD# 5395066) is an Investment Advisor Representative working at Mutual Advisors, LLC in Fort Worth, TX and has over 16 years of experience in the finance industry.

58
Christopher H. Kiely
CRD#: 2980829
3231 Ocean Park Blvd #119, Santa Monica, CA 90405

Christopher Kiely (CRD# 2980829) is an Investment Advisor Representative working at Mutual Advisors, LLC in Santa Monica, CA and has over 26 years of experience in the finance industry.

59
Kris A. Kienzle
CRD#: 2797805
201 Ne Park Plaza Drive, Suite 225, Vancouver, WA 98684

Kris Kienzle (CRD# 2797805) is an Investment Advisor Representative working at Mutual Advisors, LLC in Vancouver, WA and has over 17 years of experience in the finance industry.

60
James C. King
CRD#: 6130535
620 Green Valley Rd., Ste. 206, Greensboro, NC 27408

James King (CRD# 6130535) is an Investment Advisor Representative working at Mutual Advisors, LLC in Greensboro, NC and has over 11 years of experience in the finance industry.

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