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 Leadership Team at Mutual Group oversees the strategic direction and operational efficiency of the company, ensuring compliance, fostering growth, and managing development. This team collaborates to innovate within brokerage, advisory, and operational services, aligning company goals with customer needs while maintaining a no-nonsense, results-driven approach.

Leadership Team

Operations Team

Client Services

Leadership Team

About

Team members

Other teams at Mutual Group

Operations Team

Client Services