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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 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
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
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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