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Advisor at MUTUAL ADVISORS, LLC
OMAHA, NE | Minnetonka, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MUTUAL ADVISORS, LLC | Bd affiliated wealth | May 10, 2024 | n/a | yes | Minnetonka, MN|OMAHA, NE | Current employment |
| THE LIFE GROUP FINANCIAL SERVICES | Independent wealth | Sep 5, 2023 | Feb 28, 2024 | no | DUBUQUE, IA | Previous registration |
| NICOLLET INVESTMENT MANAGEMENT, INC. | Independent wealth | Jun 7, 2022 | Aug 9, 2023 | no | MINNEAPOLIS, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE LIFE GROUP FINANCIAL SERVICES | MUTUAL ADVISORS, LLC | Feb 28, 2024 | May 10, 2024 | 72 | Firm change | RIA to ibd |
| NICOLLET INVESTMENT MANAGEMENT, INC. | THE LIFE GROUP FINANCIAL SERVICES | Aug 9, 2023 | Sep 5, 2023 | 27 | Firm change | RIA to RIA |