Mutual Advisors, LLC

Overview

Mutual Advisors, LLC is a financial advisory firm based in Omaha, Nebraska, offering a range of investment management services. The firm provides asset management, financial and institutional consulting, and employer-sponsored plans services to clients across the United States. Mutual Advisors, LLC is registered with the Securities and Exchange Commission (SEC) as an investment adviser and adheres to a fiduciary standard, legally required to act in the best interest of its clients. The firm's services include financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. As of the most recent filing, Mutual Advisors, LLC reported assets under management of approximately $6.8 billion across 8,493 clients, with an average client size of $794,795. The firm operates multiple branches across the United States, with its primary office located at 9140 W Dodge Road, Suite 230, Omaha, Nebraska. Mutual Advisors, LLC is committed to providing independent investment advisors with the regulatory framework, compliance oversight, asset management solutions, and technology excellence they need to succeed in a competitive market. The firm's principal owners include the Jasper Single Family Private Trust Company, LLC; Sabol Single Family Private Trust Company, LLC; Voss Investments, LLC; and Mutual Group, Inc. The principal officers of the firm are Ryan Sabol (Managing Principal), Aaron Jasper (CEO), Mitch Voss (Chairman), Nick Damiani (CAO), and Dawn Claussen (COO).