Michael
Weisman
Mutual Advisors, LLC
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About this Advisor
Michael Weisman is a certified financial planner working in Saint Louis, Missouri with 1 year of relevant experience. Weisman is an advisor for Mutual Advisors, LLC. The advisor has gained experience at Walnut Street Securities, Inc, Enterprise Bank & Trust, Vicus Capital, Inc (Formerly Pfg Financial Advisors), Cetera Advisor Networks LLC, Mutual Securities, Inc and Mutual Advisors. LLC. Weisman holds Series 63 and Series 66 licenses, designating them as a securities broker, and is able to operate in Missouri and Texas. Mutual Advisors, LLC is a financial advisory business operating out of Casper, WY. The firm has offices in 71 locations and a total of 262 advisors. It oversees $5 billion in assets under management between its 20,842 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. Of its 20,842 accounts, 16% are associated with high-net-worth individuals who have at least $1 million in assets. Mutual Advisors, LLC has a wide 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. Fees for financial advisory services largely depend on which service is offered. However, fee types charged by Mutual Advisors, LLC most likely consist 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
Michael Weisman Work History
Michael has been registered as a financial advisor for 1 years.*
Mutual Securities, Inc
Mutual Advisors. LLC
Cetera Advisor Networks LLC
Vicus Capital, Inc (Formerly Pfg Financial Advisors)
Enterprise Bank & Trust
Walnut Street Securities, Inc
*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 Michael Weisman 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
Saint Louis, MO
Morristown, NJ
Vancouver, WA
Camarillo, CA
Hartford, CT
San Antonio, TX
San Jose, CA
Cincinnati, OH
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.
