Mutual was created to address a need through collaborative and authentic service. First as Mutual Securities, Inc., then adding Mutual Advisors, and today as Mutual Group – we have evolved to serve RIA’s, Hybrids and everything in between. With over 40 years’ experience, we have deep expertise in brokerage, compliance, technology, and operations for advisors. Entrepreneurial to the core, we’re no-nonsense innovators with a nimble start-up approach. No egos, just results.

Investment advisory services offered through Mutual Advisors, LLC, a SEC registered investment adviser.  Securities offered through Mutual Securities, Inc., member FINRA/SIPC.  Mutual Advisors, LLC and Mutual Securities, Inc. (collectively “Mutual Group”) are affiliated companies.

Investment Management

Mutual Group

Aaron Jasper

Eddie Rivera

Brad Arends

Juliann Riley

Ryan Sabol

Nick Damiani

Dawn Claussen

Paul Sanford

Bob Lamberty

The Client Services team at Mutual Group provides comprehensive support to advisors and clients, ensuring seamless operations and exceptional service. The team includes Registered Representatives who handle securities transactions, an Advisory Insurance Desk that advises on insurance products, Transition Specialists who facilitate smooth onboarding for new advisors, and Registered Admins who manage administrative tasks and client inquiries. Leveraging their extensive expertise, the team works collaboratively to uphold Mutual Group's commitment to innovative and results-driven service.

Client Services

Leadership Team

Operations Team

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Client Services

About

Team members

Other teams at Mutual Group

Leadership Team

Operations Team

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Client Services

About

Team members

Other teams at Mutual Group

Leadership Team

Operations Team

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