firm profile
Mutual Advisors, LLC
Overview
Mutual Advisors, LLC is an SEC registered investment adviser based in Omaha, NE, registered since 2013. It reports $8.5B in assets under management across 26,800 accounts, with 208 employees. It has 154 investment adviser representatives.
- Reported AUM
- $8.5B
- Discretionary
- 98%
- Accounts
- 26,800
- Average account
- $319K
- Employees
- 208
- Advisory reps
- 154
- Registered since
- 2013
- Jurisdictions
- 51
As reported in the firm's June 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 5
- Aaron T Jasper Chief Executive Officer, Chairman CRD 5016734
- Ryan Stephen Sabol Managing Principal CRD 4419285
- Dawn Marie Claussen Chief Operating Officer, Chief Compliance Officer CRD 5445747
2 more executive officers, with direct contact details
Advisory reps 3 of 154
- Ricky Ackerman Insurance Agent · Investment Adviser Rep CRD 6685452
- Jeffrey Adler Insurance Agent · Investment Adviser Rep CRD 5359335
- Susan Carol Agiert Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1056989
151 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 9140 W Dodge Rd Ste 230
Omaha, NE 68114 - County
- Douglas
- Metro area
- Omaha-Council Bluffs, NE-IA
- Region
- Midwest
Registrations
- SEC registered
- Registered in 51 jurisdictions
- Website: nancewealth.com
Every state, with registration dates
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