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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2022-03-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Assurea Insurance Services | Roseville | MI | 09/2016 | 06/2017 |
| Farm Bureau Insurance Of Michigan | Grand Rapids | MI | 03/2014 | 09/2016 |
| New York Life Insurance Co | Grand Rapids | MI | 04/2017 | 03/2022 |
| Nylife Securities Llc | Grand Rapids | MI | 09/2017 | 03/2022 |
| Peak Financial Llc | Grand Rapids | MI | 08/2020 | 03/2022 |
| Eagle Strategies Llc | Grand Rapids | MI | 05/2021 | 03/2022 |
| Mutual Advisors Llc | Omaha | NE | 03/2022 | Present |
1. Independent Insurance Agent, Start Date: 03/01/2024, 10828 Black Cherry Dr., Allendale, MI 49401, Insurance, Agent, Life Insurance, Long Term Care Insurance, Renewing my license in the state of Michigan for Life, Accident, Health, Solely for the purpose of being able to recommend and sell insurance products incidental to my role as advisor, Not Investment Related, 1-2 Hours per month, 0-1 Hour per day during trading hours. 2. Allendale Christian School Board of Trustee, Start Date: 07/01/2026, 11050 64th Ave., Allendale, MI 49401, School, Board of Trustees, Board of Trustees Member, School governance, Administrative decision making, Planning for the future of the school, Not Investment Related, 5 Hours per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-16 |
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