MUTUAL ADVISORS, LLC

OMAHA, Nebraska·9 registered advisors·CRD# 167658
SEC# 801-7808975307-439-6357
01

Firm Overview

AUM
$6.9B
Regulatory assets under management
Employees
255
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at MUTUAL ADVISORS, LLC

9 registered advisors
Aaron T Jasper
OMAHA, Nebraska
Charles Adam Kelsey
OMAHA, Nebraska
Dawn Marie Claussen
OMAHA, Nebraska
Eddie Benjamin Rivera
CASPER, Wyoming
Edwin Clifton Hodder
CASPER, Wyoming
Justin C Jolly
OMAHA, Nebraska
Mitchell Craig Voss
OMAHA, Nebraska
Nicholas Arthur Damiani
OMAHA, Nebraska
Ryan Stephen Sabol
OMAHA, Nebraska
05

Office Locations

OMAHA, Nebraska
7 advisors
CASPER, Wyoming
2 advisors

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Data sourced from SEC Form ADV filings. MUTUAL ADVISORS, LLC (CRD# 167658) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.