Kris
Kienzle

Mutual Advisors, LLC

CRD#2797805
Investment Advisor
in Vancouver, WA

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About this Advisor

Kris Kienzle is a financial advisor based in Vancouver, Washington, working with Mutual Advisors, LLC. Kris has previously held positions 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. Kris has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Minnesota and Washington. Currently, Kris is part of Mutual Advisors, LLC, which operates out of Vancouver, Washington. The firm has 75 offices and 255 employees. The firm manages assets totaling $6.9 billion and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Mutual Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

201 Ne Park Plaza Drive Suite 225
Vancouver, WA 98684

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Mutual Advisors, LLC Brokerage Details

Total Assets Under Management

$6,947,119,840

WA Average: $1,978,216,465
Total Number of Employees

255

WA Average: 226
Total Number of Accounts

20,381

WA Average: 7,467
Average Account Size

$340,863

WA Average: $264,928

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

2020 - Present (4 years)

Mutual Securities, Inc

2020 - Present (4 years)

Mutual Advisors, LLC

2018 - 2019 (1 year)

Ameriprise Financial Services, Inc

2014 - 2018 (4 years)

Deawm Distributors Inc

2007 - 2014 (7 years)

Riversource Distributors, Inc

2003 - 2014 (11 years)

American Express Financial Advisors

2003 - 2014 (11 years)

Ids Life Insurance Company

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

Jeffrey Fox
Chesterfield, MO
Lisa Oconnor
Camarillo, CA
Matthew Donnelly
Minneapolis, MN
Christopher Wise
Kingwood, TX
Trevor Cross
Scottsdale, AZ
Mark Garcia
Sweetwater, TX
Jacob Gall
Chesterfield, MO
Bradley Laninga
Allendale, MI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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