Mutual Advisors

Financial Services - Casper, WY, US

Mutual Advisors Employees
Dawn Claussen

Chief Compliance Officer

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Zahid Sadiq

compliance principal

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Charles Kelsey

director of advisory services

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Lindsay Lingo

Operations and Tradng Specialist

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Bob Lamberty

Director of Client Experience

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Nicky White

Director of Transitions

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Mutual Advisors Details

Founded by a premier brokerage firm that was started in 1982, Mutual Advisors has an extensive record of knowledge and success servicing advisors.We are an SEC Registered Investment Adviser and our fundamental purpose is to provide independent investment advisors with the regulatory framework, compliance oversight, asset management solutions, and technology excellence they need to succeed in a competitive market.As a boutique firm who is intentional about the clients we bring on, we believe our size is an advantage because it opens the door for advisors we work with to maintain a personal relationship with our firm's principals. We are a collective of specialists who are ready and able to serve your firm's needs. We are committed to crafting personal solutions, highly specialized models, and practice management tools for growth that can help every advisor.Advisory services offered through Mutual Advisors, LLC, an SEC registered investment adviser.

Mutual Advisors logo, Mutual Advisors contact details
Website: mutualadv.com
Employees: 20 - 49
HQ: 307-439-6357
Location: Casper, WY, US
Revenue: 2.5 - 5 Million
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