Mutual Group
Bob Lamberty has a diverse work experience spanning multiple industries and roles. Bob started their career in 2002 as a Secondary English Teacher at Millard Public Schools, where they worked until 2011. Bob then transitioned into the role of Assistant Principal until 2016. From 2016 to 2019, Bob worked at Orion Advisor Services as a Training and Engagement Manager and later as a Director of Product Management. In 2019, they joined Mutual Advisors, LLC as the Director of Business Operations, and later held the role of Director of Client Experience until 2021. Since 2021, Bob has been working at Mutual Group where they have held the positions of Vice President of Strategy and Solutions and Vice President of Growth and Development.
Bob Lamberty completed their Bachelor's Degree in Elementary Education and Teaching at the University of Nebraska at Omaha from 1995 to 1999. Bob further pursued a Bachelor's Degree in Secondary Education and Teaching at the same institution, completing it from 2000 to 2002. Later, Bob went on to earn their Master's Degree in Educational Leadership and Administration, General from Doane University, which they achieved from 2008 to 2010.
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Mutual Group
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.