Max
Stemper
Mutual Advisors, LLC
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About this Advisor
Max Stemper is a financial advisor operating in Seattle, Washington. Stemper is on the advisory team at Mutual Advisors, LLC. Their career trajectory has included roles at Edward Jones, Roller & Associates, Whatcom Ymca, Positive Performance Training, Laurelhurst Beach Club, Western Washington University and Mutual Advisors, LLC. Stemper maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Washington. Mutual Advisors, LLC is an advisory business that has its headquarters in Casper, WY. It has offices in 71 locations and a total of 262 financial advisors. It handles $5 billion in assets among its 20,842 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 20,842 customer accounts, 16% belong to high-net-worth clients who have more than $1 million in assets. The business performs a broad range 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. Financial management fee schedules typically vary depending on the type of financial services provided. Fee types billed by Mutual Advisors, LLC likely are comprised 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
Max Stemper Work History
Max has been registered as a financial advisor for 0 years.*
Mutual Advisors, LLC
Edward Jones
Roller & Associates
Whatcom Ymca
Positive Performance Training
Laurelhurst Beach Club
Western Washington University
*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 Max Stemper 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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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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