Best Investors Account Sign in
Current Employers
Mutual Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-02
  • CA RA
    APPROVED
    Since 2025-01-02

Branch Locations

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

1419 Highland Ave., Manhattan Beach, CA 90266 • 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
Mutual Advisors, Llc. Omaha NE 02/2020 Present
California Retirement Advisors El Segundo CA 07/2016 Present
  • 02/2020 → Present
    Omaha, NE
  • 07/2016 → Present
    California Retirement Advisors
    El Segundo, CA
Other Businesses

Ubuntu Wealth Strategies Inc., Start Date: 03/12/2025, 216 44th St., Manhattan Beach, CA 90266, S-Corp, Pass through Entity for tax purposes, CEO, Pass through Entity for tax purposes, Not Investment Related, 5 Hours per month, 0 Hours per day during trading hours.

Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Omaha, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor