Caledonia, MI Office

Team
Updated today

Client AUM

$8,067,557,199

Clients

9,290

Advisors

3

Of 154 advisors across 90 offices

Location

Caledonia MI

Advisors at this office

3

Advisors at this office

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Zachary G

Series 63, Series 66

Caledonia, MI

Mutual Advisors, LLC

Zachary Grusell is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 66 registrations and bringing nine years of industry experience. His prior roles include positions at Eagle Strategies (NY Life) and New York Life Insurance Co. He also coaches youth lacrosse in Grand Rapids, MI. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and consultant services to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm employs a combination of active and passive strategies and uses third-party tools and managers to tailor portfolios and support operations across various platforms.

Annuities Options & derivatives strategies
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Ryan G

Series 66

Caledonia, MI

Mutual Advisors, LLC

Ryan Goosen is a financial advisor at Mutual Advisors, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at 2M Financial Group, LLC, Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Co. Outside of his advisory role, he is an independent insurance agent focused on helping clients with risk management through life insurance. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion and serving over 8,000 clients through a network of 123 advisors. The firm offers asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutions, trusts, and retirement plans, utilizing both passive and active investment strategies tailored to client objectives.

Annuities Options & derivatives strategies
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Christopher R

Series 63, Series 65

Caledonia, MI

Mutual Advisors, LLC

Christopher Ralph is a financial advisor at Mutual Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Eagle Strategies, 2M Financial Group, NYLIFE Securities, and New York Life Insurance Company. Mutual Advisors, LLC provides investment management, financial planning, and ERISA plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm combines institutional capabilities with operational flexibility, using a mix of active and passive strategies supported by third-party tools and managers.

Annuities Options & derivatives strategies
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