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Sasiwipa N

Series 65, Series 66

Roseville, CA

Mutual Advisors, LLC

Sasiwipa Nakdee is a financial advisor at Mutual Advisors, LLC with 20 years of industry experience. She holds Series 65 and Series 66 credentials and has worked previously at Ameriprise Financial Services and USAA Financial Planning Services. Outside of her advisory work, she operates a small online business reselling personal fashion items on Poshmark. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, managing portfolios through a combination of active and passive strategies tailored to client objectives. The firm distinguishes itself by its scale, breadth of institutional work, and use of various analytical and operational resources.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
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Clayton H

ChFC®, Series 63, Series 66

Roseville, CA

Mutual Advisors, LLC

Clayton Holcomb is a financial advisor with Mutual Advisors, LLC, holding the ChFC® designation and Series 63 and 66 licenses, with 38 years of industry experience. He has worked at Mutual Advisors since 2017 and previously held positions at Wealth Advisory Group, Inc., LPL Financial, and Northwestern Mutual. Outside of his advisory role, he operates as an independent insurance agent and sells collectible U.S. coins on eBay. Mutual Advisors serves a diverse client base, including individual investors, trusts, retirement plans, and institutional clients, using a combination of active and passive investment strategies tailored to each client’s objectives. The firm manages approximately $9.45 billion through 154 advisors and is notable for its extensive institutional work and operational features such as an Outsource Insurance Desk and relationships with third-party managers.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
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