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 Operations Team at Mutual Group is responsible for ensuring the seamless execution of day-to-day activities in brokerage, compliance, and technology for advisors. They oversee trading operations, manage client service processes, and ensure regulatory compliance, all while maintaining high standards of efficiency and innovation. With a focus on delivering authentic and collaborative service, the team supports the entrepreneurial spirit of the company by offering nimble and results-oriented solutions.

Operations Team

Leadership Team

Client Services

Operations Team

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Other teams at Mutual Group

Leadership Team

Client Services