Danial Otto Green

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

• 02/2018 → 01/2026
  Wells Fargo Clearing Services Llc
  St Louis, MO
• 02/2018 → 05/2018
  Associate Staffing
  St Louis, MO
• 08/2016 → 02/2018
  Bankers Life And Casualty Company
  390 S Woods Mill Rd Suite 160, MO
• 04/2026 → Present
  Mutual Advisors, Llc.
  Casper, WY
• 04/2026 → Present
  Mutual Securities, Inc.
  Camarillo, CA

Previous Registrations

• 2018-04-21 → 2026-01-09
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  St. Charles, MO

Other Businesses

1. Independent Insurance Agent, Start Date: 04/29/2026, 625 S Carolina Ct., Individual, Insurance Agent, Owner, Insurance product sales, Not Investment Related, 0 Hours per month, 0 Hours per day during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2018-04-21

Other Names

• Dan Green
• Danial Green