Dawn Marie Claussen

Employer firm

Mutual Advisors, LLC CRD 167658

$8.55B regulatory AUM 30 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• HOURLY CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Mutual Securities, Inc.
  Camarillo, CA
• 04/2016 → Present
  Mutual Advisors, Llc
  Omaha, NE

Other Businesses

1. Pacific Springs Home Owner Association, Start Date: 02/01/2023, Omaha, NE, HOA, HOA, Volunteer/Member at Large, Be a voting member of the overall board for the HOA, which addresses homeowner requests/complaints and standard operating for the HOA, Not Investment Related, 1 Hour per month, 0 Hours per day during trading hours. 2. Fundalyzer, LLC., Start Date: 06/28/2025, 17066 Douglas St., Omaha, NE 68118, LLC, Software Development specializing in software for Mutual Fund Share Class Analysis, Managing Partner, Helping design workflows for the software and managing the operations of the LLC, Not Investment Related, 4 Hours per month, 0 Hours per day during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-22
• S63 Uniform Securities Agent State Law Examination
  2008-05-08

Other Names

• Dawn Marie Zulauf