Mutual Group
Stephanie Bloomberg is a seasoned financial professional with extensive experience in trading and operations. Currently serving as a Trading and Operations Specialist at Mutual Group since July 2022, Stephanie has held key roles in the financial sector, including Senior Trading Specialist at Orion Advisor Solutions and various positions at CLS Investments, LLC, where responsibilities included trading and client relationships. Previous experience includes a position as a Client Service Analyst at Fiserv and Branch Office Administrator at Edward Jones. Stephanie holds a Bachelor’s degree in Finance from the University of Nebraska-Lincoln and has also attended the University of Oxford.
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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.