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RIA / WealthAdvisorCertified Financial Planner20 years in industry

CHAD MICHAEL OPEL

Advisor at MUTUAL ADVISORS, LLC

OMAHA, NE | Edwardsville, IL

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Search this name across graphsid dfx:ria:b7b905d0-291b-ac0a-4ff7-78a7f8beb516

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 1, 2007 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MUTUAL ADVISORS, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 24, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Sep 24, 2005
First registration: May 1, 2007
Dual registered: no
IAPD individual key: 4993506

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MUTUAL ADVISORS, LLC	Bd affiliated wealth	Mar 22, 2021	n/a	yes	Edwardsville, IL\|OMAHA, NE	Current employment
VISIONARY WEALTH ADVISORS, LLC	Independent wealth	Apr 23, 2014	Mar 19, 2021	no	EDWARDSVILLE, IL\|ST. LOUIS, MO	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	May 14, 2009	Apr 1, 2014	no	Edwardsville, IL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 31, 2008	May 14, 2009	no	SWANSEA, IL	Previous registration
EDWARD JONES	National bd RIA	May 1, 2007	Feb 5, 2008	no	MARYVILLE, IL\|BETHALTO, IL\|GLEN CARBON, IL\|ST LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VISIONARY WEALTH ADVISORS, LLC	MUTUAL ADVISORS, LLC	Mar 19, 2021	Mar 22, 2021	3	Firm change	RIA to ibd
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	VISIONARY WEALTH ADVISORS, LLC	Apr 1, 2014	Apr 23, 2014	22	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	May 14, 2009	May 14, 2009	0	Firm change	Other
EDWARD JONES	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Feb 5, 2008	Jan 31, 2008	-5	Firm change	Ibd to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
169610:167658:MO:2021-03-13	Mar 19, 2021	Mar 22, 2021	ST LOUIS, MO	Firm change

Relationships

Registered with (5)

→ MUTUAL ADVISORS, LLCRegistered adviserregistration: current employment
Mar 22, 2021 to presentfactForm ADV
→ VISIONARY WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 23, 2014 to Mar 19, 2021factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
May 14, 2009 to Apr 1, 2014factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 31, 2008 to May 14, 2009factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
May 1, 2007 to Feb 5, 2008factForm ADV

Dated events

No dated event names this entity yet.