Financial ADVSR advisor directory · SEC adviser records
Mutual Advisors, LLC financial advisors in Omaha, NE
Every SEC-registered investment adviser representative at a Mutual Advisors, LLC office in Omaha, A to Z.
17 registered advisors work at Mutual Advisors, LLC in Omaha, out of 145 at the firm nationwide; it ranks number 29 in the city by advisors. 3 list the CFP designation and 8 are also registered broker representatives.
Mutual Advisors, LLC advisors in Omaha, A to Z
Every Mutual Advisors, LLC advisor →- Susan C. AgiertAlso a broker rep
- Charles R. Aikins Jr.Also a broker rep
- Stephanie M. BloombergInvestment adviser rep
- Daniel A. DominguezInvestment adviser rep
- David M. HawleyInvestment adviser rep
- Brody K. JassoInvestment adviser rep
- Jesstine O. KemperCertified Financial Planner · Also a broker rep
- Alyssa N. KinneyInvestment adviser rep
- Renee S. LennonAlso a broker rep
- Michael J. RyneAlso a broker rep
- Ryan S. SabolAlso a broker rep
- Zahid SadiqAlso a broker rep
- James B. ScanlonCertified Financial Planner
- Gali ShermanCertified Financial Planner
- Curtis V. SlothowerInvestment adviser rep
- Tucker WebberInvestment adviser rep
- Dustin J. ZuckAlso a broker rep
Mutual Advisors, LLC advisors in every city and state →Mutual Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Mutual Advisors, LLC advisors in other cities
Clayton, MO 10Manhattan Beach, CA 5Roseville, CA 5Westlake Village, CA 5Latrobe, PA 4Kingwood, TX 3Mercer Island, WA 3Minneapolis, MN 3Reno, NV 3Scottsdale, AZ 3St. Petersburg, FL 3Vancouver, WA 3Boca Raton, FL 2Caledonia, MI 2Camarillo, CA 2
Other firms in Omaha
All Omaha advisors →Cwm, LLC 270Charles Schwab & Co., Inc. 201Orion Portfolio Solutions, LLC 163Cetera Investment Advisers LLC 95Mutual Of Omaha Investor Services, Inc. 56Osaic Wealth, Inc. 54Morgan Stanley 51Ameriprise Financial Services, LLC 46LPL Financial LLC 45Sequent Planning, LLC 43Wells Fargo Clearing Services, LLC 39Avior Wealth Management, LLC 33
Questions
How many financial advisors does Mutual Advisors, LLC have in Omaha?
17 investment adviser representatives are registered at Mutual Advisors, LLC offices in Omaha, Nebraska, according to the SEC's Investment Adviser Public Disclosure records, out of 145 nationwide. 3 list the CFP designation and 8 are also registered as broker representatives.
Is Mutual Advisors, LLC one of the largest advisor employers in Omaha?
Mutual Advisors, LLC ranks number 29 in Omaha by registered advisors; Cwm, LLC has the most, with 270.
How do I check a Mutual Advisors, LLC advisor in Omaha?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Mutual Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.