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Marc Petro Willden

Mutual Advisors, LLC

Milwaukee, WI

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
WI RA APPROVED 2020-11-30
  • WI RA
    APPROVED
    Since 2020-11-30

Branch Locations

11414 West Park Place Ste. 202, Milwaukee, WI 53224 • 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
Matrix Packaging Machinery, Llc Saukville WI 06/1991 03/2019
Truemarc Consulting, Llc Cedarburg WI 04/2019 Present
Wealth Partners Financial Services, Llc Mequon WI 05/2020 10/2020
Mutual Advisors, Llc. Omaha NE 11/2020 Present
  • 06/1991 → 03/2019
    Matrix Packaging Machinery, Llc
    Saukville, WI
  • 04/2019 → Present
    Truemarc Consulting, Llc
    Cedarburg, WI
  • 05/2020 → 10/2020
    Wealth Partners Financial Services, Llc
    Mequon, WI
  • 11/2020 → Present
    Omaha, NE
Previous Registrations
Other Businesses

1. The Sandstone Group, Inc., Start Date: 01/01/2019, 4900 W. Electric Ave., West Milwaukee, WI 53219, Corporation, Manufacturing of food service equipment, Member of the Board of Directors, Provide general guidance to board of directors and management team, Not Investment Related, 3 Hours per month, 0 Hours per day during trading hours. 2. Wealth Partners Financial, LLC., Start Date: 01/01/2023, 11414 West Park Place, Ste. 202, Milwaukee, WI 53224, LLC, Operating entity for TVG Financial, Member, Member, Responsible for operation of entity, Investment Related, 160 Hours per month, 8 Hours per day during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-31
  • S65 Uniform Investment Adviser Law Examination
    2020-08-31
Other Names
  • Marc Willden

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