Michael
Follese

Mutual Advisors, LLC

CRD#1625081
Investment Advisor
in Minneapolis, MN

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About this Advisor

Michael Follese is a financial advisor based in Minneapolis, Minnesota, working with Mutual Advisors, LLC. Michael has previously held positions at Principal Life Ins Co, Princor Financial Services Corporation, Irg-Integris Resource Group L.L.C, Grey Fox Financial Partners, Mutual Advisors, LLC, and Mutual Securities, Inc. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota and Texas. Currently, Michael is part of Mutual Advisors, LLC, which operates out of Minneapolis, Minnesota. 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

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

323 Washington Ave N Ste 200
Minneapolis, MN 55401

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Mutual Advisors, LLC Brokerage Details

Total Assets Under Management

$6,947,119,840

MN Average: $1,978,216,465
Total Number of Employees

255

MN Average: 226
Total Number of Accounts

20,381

MN Average: 7,467
Average Account Size

$340,863

MN Average: $264,928

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

Michael Follese Work History

2019 - Present (5 years)

Mutual Advisors, LLC

2019 - Present (5 years)

Mutual Securities, Inc

2015 - Present (9 years)

Grey Fox Financial Partners

2003 - 2016 (13 years)

Irg-Integris Resource Group L.L.C

1987 - 2019 (32 years)

Principal Life Ins Co

1987 - 2019 (32 years)

Princor Financial Services Corporation

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Disclosures

Please visit the SEC profile of Michael Follese 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

Jeffrey Fox
Chesterfield, MO
Brian Kearns
Evanston, IL
Jacob Gall
Chesterfield, MO
Lisa Oconnor
Camarillo, CA
Mark Garcia
Sweetwater, TX
Bradley Laninga
Allendale, MI
James Mulzer
Colorado Springs, CO
Chad Opel
Edwardsville, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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