Warn
Willis
Mutual Advisors, LLC
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About this Advisor
Warn Willis is a certified financial planner operating out of Mercer Island, Washington with a total of 1 year of relevant experience. Willis works at Mutual Advisors, LLC. During their career, the advisor has held roles at Kms Financial Services, Inc, Lpl Financial, LLC, Mutual Securities, Inc and Mutual Advisors, LLC. Willis holds Series 63 and Series 66 licenses, designating them as a securities representative, and can advise clients in Washington. Mutual Advisors, LLC is a financial advisory firm that has its headquarters in Casper, WY. The investment advisory business has offices in 71 locations and a total of 262 employees. It manages $5 billion in total assets across its 20,842 accounts, making it one of the largest firms in the nation by assets under management. Of its 20,842 accounts, 16% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm offers 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 advisory fee schedules are based on which services the firm provides the client. However, fee types charged by Mutual Advisors, 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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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
Warn Willis Work History
Warn has been registered as a financial advisor for 1 years.*
Mutual Securities, Inc
Mutual Advisors, LLC
Lpl Financial, LLC
Kms Financial Services, 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 Warn Willis 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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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.
