Advisor at Mutual Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Hermosa, SD
Credentials
Series 63, Series 65, Series 66
Industry experience
20 years
Gerard Mlinar is a financial advisor at Mutual Advisors, LLC with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Mutual Advisors since 2017, following seven years at Yield Advisory. Outside of advisory work, he operates The Free Sole, a sole proprietorship focused on promoting the philosophy of free enterprise. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, including high-net-worth clients, institutional investors, trusts, and retirement plans, offering asset management, financial consulting, ERISA plan advisory, and sub-advisory services with a combination of passive and active investment strategies.
Based on Mutual Advisors, LLC
Financial Consultation Service may be quoted as a fixed fee based on project scope
$0+: Up to 2.00% annually, negotiable and may be fixed flat, tiered, or linear fee schedule $0+: 0.25% to 1.25% annually for American Funds F2 Direct Accounts, fees can be fixed flat or tiered $0+: Up to 1.00% annually for ERISA Plan Advisory & Consulting Services, negotiable, may be fixed flat, tiered, or linear
Available through related broker-dealer Mutual Securities, Inc. for commissionable insurance and securities products; IARs do not receive advisory fees on these assets
Fees for consulting services may be based on hourly rates, percentage of assets, or flat fees depending on engagement
Minimum fee: May include a minimum quarterly fee, but it may be waived at the IAR's discretion Fee-only: Financial Consultation Service offered for a negotiated fixed fee or other fee arrangements; retainer up to $1,200 may be required
Hermosa, SD
Nebraska · South Dakota · Texas
Mutual Advisors, LLC.
2017 - Present (9 years)
Yield Advisory
2010 - 2017 (7 years)
Gerard Mlinar
2005 - Present (21 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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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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