Kris
Kienzle
Mutual Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Kris Kienzle is a financial advisor working in Vancouver, Washington with a total of 3 years of relevant experience. Kienzle works at Mutual Advisors, LLC. Over the course of their career, Kienzle has held roles at American Express Financial Advisors, Ids Life Insurance Company, Riversource Distributors, Inc, Deawm Distributors Inc, Ameriprise Financial Services, Inc, Mutual Securities, Inc and Mutual Advisors, LLC. Kienzle maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to serve investors in Minnesota and Washington. Mutual Advisors, LLC is a business that has its headquarters in Casper, WY. The investment advisory business has offices in 71 locations and a total of 262 financial advisors. It administers $5 billion in assets among its 20,842 accounts, making it one of the largest firms in the country by assets under management. Of its 20,842 client accounts, 16% belong to high-net-worth individuals who have greater than $1 million in investable assets. Mutual Advisors, LLC has a number 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. Financial advisory fees usually depend on which services are provided. 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
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Kris Kienzle Work History
Kris has been registered as a financial advisor for 3 years.*
Mutual Securities, Inc
Mutual Advisors, LLC
Ameriprise Financial Services, Inc
Deawm Distributors Inc
Riversource Distributors, Inc
American Express Financial Advisors
Ids Life Insurance Company
*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 Kris Kienzle 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
Camarillo, CA
Vancouver, WA
Cincinnati, OH
Morristown, NJ
Saint Louis, MO
Hartford, CT
San Jose, CA
San Antonio, TX
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
