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Mutual Advisors, LLC CRD 167658
$8.55B regulatory AUM 30 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-02-07 |
Branch Locations
9140 W. Dodge Ste. 230, Omaha, NE 68114 • United States
9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cls Investments, Llc | Omaha | NE | 08/2013 | 12/2018 |
| Orion Portfolio Solutions, Llc | Omaha | NE | 01/2019 | 02/2023 |
| Mutual Advisors, Llc. | Omaha | NE | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-07 |
| S66 | Uniform Combined State Law Examination | 2006-11-02 |
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