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Mason Thomas Sheehy

Mutual Advisors, LLC

Minneapolis, MN

Omaha, NE

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Current Employers
Mutual Advisors, Llc

9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2019-06-03
  • MN RA
    APPROVED
    Since 2019-06-03

Branch Locations

323 Washington Ave N Ste 200, Minneapolis, MN 55401 • United States

9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Family Insurance Eau Claire WI 06/2017 12/2017
Luckys And Shenanigans Eau Claire WI 10/2016 05/2017
Grey Fox Financial Minneapolis MN 06/2016 09/2016
Buckle Eau Claire WI 03/2014 10/2016
Principal Life Insurance Company Minneapolis MN 12/2017 06/2019
Principal Securities Inc Minneapolis MN 12/2017 06/2019
Mutual Advisors, Llc. Omaha NE 06/2019 Present
Mutual Securities, Inc. Camarillo CA 06/2019 Present
  • 06/2017 → 12/2017
    American Family Insurance
    Eau Claire, WI
  • 10/2016 → 05/2017
    Luckys And Shenanigans
    Eau Claire, WI
  • 06/2016 → 09/2016
    Grey Fox Financial
    Minneapolis, MN
  • 03/2014 → 10/2016
    Buckle
    Eau Claire, WI
  • 12/2017 → 06/2019
    Principal Life Insurance Company
    Minneapolis, MN
  • 12/2017 → 06/2019
    Minneapolis, MN
  • 06/2019 → Present
    Omaha, NE
  • 06/2019 → Present
    Mutual Securities, Inc.
    Camarillo, CA
Previous Registrations
Other Businesses

1. Mason Sheehy - Insurance Sales, Start Date: 06/01/2017, 323 N Washington Ave, Ste 200, Minneapolis, MN 55401, Sole Proprietor, Insurance Sales for Life, Disability and Long Term Care, Insurance Broker, Sell life, disability and long term care products for individuals and groups, Investment Related, 40 hours per month, 2 hours per day during trading hours. 2. Acting, Start Date: 05/01/2016, Acting, Actor, Portray various character roles in feature films, Not Investment Related, 6 hours per month, 0 hours per day during trading hours. 3. Grey Fox Financial Partners, LLC., Start Date: 08/24/2015, 323 Washington Ave N, Ste. 200, Minneapolis, MN 55401, LLC, Administrative Operations, Independent Contractor, Pass through from Mutual, Not Investment Related, 0 Hours per month, 0 Hours per day during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-07-19
S63 Uniform Securities Agent State Law Examination 2018-01-10
  • S65 Uniform Investment Adviser Law Examination
    2018-07-19
  • S63 Uniform Securities Agent State Law Examination
    2018-01-10

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