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Gerard M
Series 63, Series 65, Series 66
Hermosa, SD
Mutual Advisors, LLC
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.
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