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Mutual Advisors, LLC CRD 167658
$8.55B regulatory AUM 30 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-02-18 |
Branch Locations
9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 08/2015 | 03/2017 |
| Unemployed | Draper | UT | 03/2017 | 08/2017 |
| Citibank | Roy | UT | 07/2017 | 09/2017 |
| Mdf Estate Planning | South Jordan | UT | 05/2018 | 06/2019 |
| Axa Advisors, Llc | New York | NY | 02/2019 | 06/2019 |
| Unemployed | Draper | UT | 11/2017 | 04/2018 |
| Ameriprise Financial Services, Inc. | Salt Lake City | UT | 07/2019 | 06/2023 |
| Tiaa | Salt Lake City | UT | 06/2023 | 02/2026 |
| Tiaa-Cref Individual & Institutional Services, Llc | Salt Lake City | UT | 06/2023 | 02/2026 |
| Mutual Advisors, Llc. | Casper | WY | 02/2026 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-05 |
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