Zachary
Grusell
Mutual Advisors, LLC
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About this Advisor
Zachary Grusell is a financial advisor working in Caledonia, Michigan. Grusell works at Mutual Advisors, LLC. Their career trajectory has included roles at Nylife Securities LLC, New York Life Insurance Co, True Lacrosse LLC, Blue Fish Aquarium, Grand Valley State University, 2M Financial Group, LLC, True Lacrosse, Forest Hills Eastern High School, Eagle Strategies LLC and Mutual Advisors, LLC. Grusell maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to serve investors in Michigan. Mutual Advisors, LLC is a financial advisory business operating out of Casper, WY. The company has offices in 71 locations and a total of 262 advisors. It oversees $5 billion in assets across its 20,842 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 20,842 accounts, 16% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Mutual Advisors, LLC provides a diverse array 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. A financial advisor's fees are based on which services the firm provides the client. Fee types charged by Mutual Advisors, LLC can 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
Zachary Grusell Work History
Zachary has been registered as a financial advisor for 0 years.*
Mutual Advisors, LLC
2M Financial Group, LLC
New York Life Insurance Co
True Lacrosse
Eagle Strategies LLC
Forest Hills Eastern High School
Nylife Securities LLC
True Lacrosse LLC
Blue Fish Aquarium
Grand Valley State University
*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 Zachary Grusell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mutual Advisors, LLC
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Camarillo, CA
San Antonio, TX
Cincinnati, OH
Vancouver, WA
Morristown, NJ
San Jose, CA
Hartford, CT
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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