Mutual Group
Dawn Claussen has extensive work experience in the financial industry. Dawn is currently the Chief Operating Officer at Mutual Group since October 2023. Prior to this, they held the role of Chief Compliance Officer at the same company from May 2016 to October 2023.
Before joining Mutual Group, Dawn worked at Manarin Investment Counsel. Dawn held multiple roles during their tenure, including CCO/COO from July 2015 to April 2016, Operations Manager from April 2011 to July 2015, and Client Service Associate from January 2010 to April 2011.
Dawn's early career started at TD Ameritrade, where they worked as a Client Service Associate from October 2007 to January 2011.
Dawn Claussen obtained a Bachelor of Arts and Science degree from Creighton University between 2005 and 2010. Their field of study during this period was Classical and Near Eastern Studies.
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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.