Richard
Koch
Mutual Advisors, LLC
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About this Advisor
Richard Koch is a financial advisor who works in Minneapolis, Minnesota who has 4 years of relevant experience. Koch works at Mutual Advisors, LLC. During their career, Koch has held roles at Princor Financial Services Corporation, Principal Life Insurance Co, Grey Fox Financial Partners and Mutual Advisors, LLC. Koch has a Series 63 license, certifying them as a securities broker, and is registered to work in Minnesota. Mutual Advisors, LLC is a financial advisory business headquartered in Casper, WY. The firm has offices in 71 locations and a total of 262 financial advisors. It has $5 billion in assets between its 20,842 accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 20,842 client accounts, 16% are held by high-net-worth clients who have at least $1 million in investable assets. Mutual Advisors, LLC offers a broad range 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 advisory fee schedules usually vary depending on the financial services. However, fee types charged by Mutual Advisors, LLC can be comprised 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
Richard Koch Work History
Richard has been registered as a financial advisor for 4 years.*
Mutual Advisors, LLC
Grey Fox Financial Partners
Principal Life Insurance Co
Princor Financial Services Corporation
*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 Richard Koch 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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