Ricky Ackerman

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

• 02/2020 → Present
  Mutual Advisors, Llc.
  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

• Certified Financial Planner