Minneapolis, MN Office

Richard Koch is a financial advisor with Mutual Advisors, LLC in Minneapolis, MN, holding a Series 63 credential and bringing 43 years of industry experience. His prior roles include positions at Principal Life Insurance Co and Princor Financial Services Corporation, where he worked for over three decades. Outside of advisory work, he is also a licensed insurance agent specializing in life, disability, and long-term care insurance. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, managing portfolios through a blend of active and passive strategies with an emphasis on diversification and client-specific objectives. The firm is notable for its scale of institutional management and its comprehensive advisory services that incorporate multiple analytical approaches and third-party tools.

Michael Follese is a financial advisor at Mutual Advisors, LLC in Minneapolis, MN, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Princor Financial Services Corporation and Principal Life Insurance Company for 32 years. Follese also operates an independent insurance sales business focused on life and health insurance. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, and institutional investors, managing approximately $9.45 billion. The firm employs a blend of active and passive investment strategies tailored to client objectives and is notable for its institutional work and range of advisory services.

Matthew Donnelly is a financial advisor with Mutual Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining Mutual Advisors, he worked at Principal Financial Services and Principal Life Insurance Company for five years. In addition to his advisory role, he is a partner in an insurance agency and manages administrative operations for a financial services LLC. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, estates, retirement plans, and institutional investors. The firm offers a range of advisory services and employs both active and passive investment strategies with a focus on diversification and alignment to client objectives.

Mason Sheehy is a financial advisor with Mutual Advisors, LLC in Minneapolis, MN, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His prior work includes roles at Principal Securities Inc. and Principal Life Insurance Company. Outside of advising, he is involved in insurance sales focusing on life, disability, and long-term care products, and he also pursues acting roles in feature films. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, managing approximately $9.45 billion with 154 advisors. The firm employs a combination of active and passive investment strategies and offers services including asset management, financial planning, and ERISA plan consulting.