Charles
Aikins

Mutual Advisors, LLC

CRD#2619340
Investment Advisor
in Omaha, NE

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About this Advisor

Charles Aikins is a financial advisor based out of Omaha, Nebraska with a total of 2 years of relevant experience. Aikins currently works for Mutual Advisors, LLC. Their career trajectory has included roles at Securities America Inc, Securities America Advisors, Inc, Mutual Advisors, LLC, Mutual Securities, Inc and Mutual Of Omaha Investor Services. Aikins holds Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to serve investors in Nebraska. Mutual Advisors, LLC is a registered investment company that has its headquarters in Casper, WY. It has offices in 71 locations and a total of 262 people on staff. It oversees $5 billion in assets under management across its 20,842 accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 20,842 accounts, 16% belong to high-net-worth individuals who have more than $1 million in investable assets. The company performs a broad set of services, including 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 management typically vary depending on which services the firm provides the client. However, fees charged by Mutual Advisors, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

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

9140 W. Dodge Ste. 230
Omaha, NE 68114

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Mutual Advisors, LLC Brokerage Details

Total Assets Under Management

$5,305,999,278

NE Average: $484,914,235
Total Number of Employees

262

NE Average: 8
Total Number of Accounts

20,842

NE Average: 674
Average Account Size

$254,582

NE Average: $719,457

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

Charles Aikins Work History

Charles has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Mutual Advisors, LLC

2021 - Present (3 years)

Mutual Securities, Inc

2020 - 2021 (1 year)

Mutual Of Omaha Investor Services

2012 - 2019 (7 years)

Securities America Advisors, Inc

2010 - 2019 (9 years)

Securities America 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 Charles Aikins 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 Adler
Cincinnati, OH
Jonathan Fairbanks
Hartford, CT
Pedro Hero
San Antonio, TX
Stan Dungca
Camarillo, CA
Joseph Thaman
Saint Louis, MO
Matthew Pascarella
Morristown, NJ
Alexander Whitehouse
Vancouver, WA
Madison Donovan
San Jose, CA

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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