Danielle
Mutz
Cross State Financial Group LLC
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About this Advisor
Danielle Mutz is a financial advisor who works out of Albuquerque, New Mexico with a total of 7 years of industry experience. Mutz works at Cross State Financial Group LLC. During their career, Mutz has held roles at Creative Memories, Foothill Securities Inc, Comanche Creek Brewing Company, LLC, Cross State Financial Group, LLC, Crown Capital Securities, Lp and Corporate Benefit Consultants. Mutz maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Colorado, Florida, New Mexico and Texas. Cross State Financial Group LLC is a registered investment firm operating out of Albuquerque, NM. The company has offices in six locations and a total of nine advisors. It has $117 million in assets between its 861 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm serves seven charitable organizations. Of its 861 customer accounts, just 7% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Cross State Financial Group LLC offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules largely vary depending on the type of services. Fee types billed by Cross State Financial Group LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cross State Financial Group LLC Brokerage Details
$117,205,050
9
861
$136,127
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Danielle Mutz Work History
Danielle has been registered as a financial advisor for 7 years.*
Cross State Financial Group, LLC
Comanche Creek Brewing Company, LLC
Crown Capital Securities, Lp
Foothill Securities Inc
Corporate Benefit Consultants
Creative Memories
*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 Danielle Mutz 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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