Chad
Opel
Mutual Advisors, LLC
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About this Advisor
Chad Opel is a certified financial planner operating in Edwardsville, Illinois who has 2 years of relevant experience. Opel currently works for Mutual Advisors, LLC. Throughout their career, Opel has worked at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Visionary Wealth Advisors, LLC, Mass Mutual Life Insurance Company and Mutual Advisors, LLC. Opel maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and can work in Illinois and Texas. Mutual Advisors, LLC is an advisory business based out of Casper, WY. It has offices in 71 locations and a total of 262 people on staff. It oversees $5 billion in total assets across its 20,842 accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 20,842 client accounts, 16% are associated with high-net-worth investors who have more than $1 million in investable assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fee schedules depend on which service is provided. Fees billed by Mutual Advisors, LLC likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mutual Advisors, LLC Brokerage Details
$5,305,999,278
262
20,842
$254,582
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Chad Opel Work History
Chad has been registered as a financial advisor for 2 years.*
Mutual Advisors, LLC
Mass Mutual Life Insurance Company
Visionary Wealth Advisors, LLC
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chad Opel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
