Unclaimed Profile

Dawn Marie Claussen

MUTUAL ADVISORS, LLC·OMAHA, Nebraska

Clean recordMUTUAL ADVISORS, LLC

9140 W DODGE ROAD, OMAHA, NE 68114CRD# 5445747Firm CRD# 167658

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dawn Marie Claussen · OMAHA, NE

Registration

CRD #5445747 · MUTUAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Dawn Marie Claussen is a registered financial advisor based in OMAHA, Nebraska, affiliated with MUTUAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MUTUAL ADVISORS, LLC

AUM

$6.9B

Regulatory assets under management

Employees

255

Total firm employees

View all advisors at MUTUAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5445747

Firm CRD# 167658

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dawn Marie Claussen offer?

Dawn Marie Claussen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.

What are Dawn Marie Claussen's credentials?

Dawn Marie Claussen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dawn Marie Claussen located?

Dawn Marie Claussen is based in OMAHA, Nebraska, working with MUTUAL ADVISORS, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does Dawn Marie Claussen charge for services?

Dawn Marie Claussen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MUTUAL ADVISORS, LLC?

MUTUAL ADVISORS, LLC has approximately 255 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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