Zachary
Grusell
Mutual Advisors, LLC
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About this Advisor
Zachary Grusell is a financial advisor based in Caledonia, Michigan, working with Mutual Advisors, LLC. Zachary has previously held positions at Nylife Securities LLC, New York Life Insurance Co, True Lacrosse LLC, Grand Valley State University, 2M Financial Group, LLC, True Lacrosse, Forest Hills Eastern High School, Eagle Strategies LLC, and Mutual Advisors, LLC. Zachary has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Michigan. Currently, Zachary is part of Mutual Advisors, LLC, which operates out of Caledonia, Michigan. The firm has 75 offices and 255 employees. The firm manages assets totaling $6.9 billion and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Mutual Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mutual Advisors, LLC Brokerage Details
$6,947,119,840
255
20,381
$340,863
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
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
Grand Valley State University
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.
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