Danielle Elizabeth Mutz

Employer firm

Cross State Financial Group LLC CRD 282011

$188M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 12/2009 → 10/2016
  Foothill Securities Inc
  Mountain View, CA
• 07/2009 → Present
  Comanche Creek Brewing Company, Llc
  Eagle Nest, NM
• 12/2015 → Present
  Cross State Financial Group, Llc.
  Albuquerque, NM
• 10/2016 → 12/2019
  Crown Capital Securities, Lp
  Orange, CA
• 02/2022 → Present
  Cross State Tax & Financial, Llc
  Albuquerque, NM

Previous Registrations

• 2015-09-30 → 2016-10-25
  Foothill Securities, Inc.
  Albuquerque, NM
  Santa Clara, CA

Other Businesses

1)COMANCHE CREEK BREWING COMPANY, LLC; EAGLE NEST, NM; MICROBREWERY; NON-INVESTMENT RELATED; PARTNER; START DATE 07/01/2009; 8 HOURS PER MONTH; 0 HOURS DURING TRADING; LIMITED PARTNER: 2.5% OWNER OF THIS FAMILY-OWNED BUSINESS. LIMITED PARTNERS ARE CONSULTED ON BUSINESS AND PRODUCT DEVELOPMENT. ALL PROFITS ARE BEING RE-INVESTED IN EQUIPMENT PURCHASES AND BUSINESS DEVELOPMENT. MY HUSBAND ALSO OWNS 2.5% OF THIS LLC; HIS BROTHER IS THE FOUNDER OF THE COMPANY AND THE BEER LINE. 2) INSURANCE AGENT; INVESTMENT REALTED; INSURANCE SALES (HEALTH & LIFE); START DATE: 6/11/20; 20 HRS/MTH 0 DURING TRADING. 3) CROSS STATE TAX & FINANCIAL, LLC; INVESTMENT RELATED; MANAGING MEMBER; START DATE: 02/2022; 32 HRS/MTH DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-10-02
• S63 Uniform Securities Agent State Law Examination
  2003-12-22

Other Names

• Danielle Elizabeth Metcalfe
• Dani Mutz