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Credentials
Series 63, Series 65, Series 66
Experience Industry experience
20 years
Location
Hermosa, SD
Mutual Advisors, LLC
Multi-team
Gerard Mlinar is a financial advisor with Mutual Advisors, LLC, holding Series 63, 65, and 66 licenses and over 20 years of industry experience. He has worked at Mutual Advisors since 2017 and previously spent seven years at Yield Advisory and three years at Securities America Advisors, Inc. Outside of advisory work, he operates a sole proprietorship called The Free Sole that promotes the idea and philosophy of free enterprise through sole proprietorships. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plan participants, and institutional investors. The firm manages portfolios using a combination of active and passive strategies tailored to clients’ objectives and is notable for its scale, breadth of institutional work, and specialized services such as an Outsource Insurance Desk and relationships with third-party managers.
Based on Mutual Advisors, LLC
Based on Mutual Advisors, LLC
Financial Consultation Services charged as fixed fees negotiated per project, with potential retainers up to $1,200; may include pro-rated refunds if engagement terminates early.
$0+: Up to 2.00% annually - varies and negotiable based on complexity, services provided, experience of the IAR, and asset size; fee structures include fixed flat percentage, tiered schedule applying different rates to asset levels, or linear fee schedules with breakpoints. $0+: 0.25% to 1.25% annually for American Funds F2 Direct Accounts, calculated and debited quarterly in arrears based on average daily balance; can be fixed flat percentage or tiered schedule. $0+: Up to 1.00% annually for ERISA Plan Advisory & Consulting services, negotiable; may be fixed flat percentage, tiered fee schedule, or linear fee schedule.
IARs may receive commissions and trailing 12b-1 fees in their capacity as Registered Representatives of related broker-dealer Mutual Securities, Inc. for commissionable insurance and securities products; however, advisory fees are not charged concurrently on those assets.
Financial Consultation Services may be charged based on an hourly rate as negotiated for consulting services.
Minimum fee: May include a minimum quarterly fee which may be waived at the IAR's discretion. Fee-only: Financial Consultation Services charged as fixed fees negotiated per project, not to exceed $1,200 retainer when services cannot be rendered within 6 months; fees may be hourly, percentage of assets, or flat fees.
Hermosa, SD
Hermosa SD
Advisors at this office
1
Nebraska · South Dakota · Texas
20 years of industry experience
Mutual Advisors, LLC.
2017 - Present • 9 years
Omaha, NE
Yield Advisory
2010 - 2017 • 7 years
Rapid City, SD
Gerard Mlinar
2005 - Present • 21 years
Kearney, NE
Securities America Advisors, Inc.
2005 - 2008 • 3 years
Kearney, NE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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