Omaha, NE W Dodge Road Office

Jeremy Stalcup is a financial advisor with Mutual Advisors, LLC in Omaha, NE, holding a Series 66 designation and 14 years of industry experience. His work history includes roles at Mutual Securities, Inc., Sowell Management Services, MSI Financial Services, Inc., and Pacific West Financial Consultants Inc. Outside of advisory work, he serves as a board member, coach, and mentor for the CrossOver Basketball league under STEP Ministries, a nonprofit organization. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm manages portfolios through a mix of active and passive strategies and employs multiple analytical approaches to tailor investment solutions across various account types.

Dustin Zuck is a financial advisor at Mutual Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wealth Enhancement Group, Securities America, and Wells Fargo Clearing. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, offering services such as asset management, financial planning, and ERISA plan consulting. The firm employs both active and passive investment strategies and manages approximately $9.45 billion through 154 advisors.

Charles Aikins Jr. is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Mutual Advisors since 2021, with prior roles at Securities America Advisors and Mutual of Omaha Investor Services. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers a range of services such as asset management and financial planning, employing both active and passive strategies tailored through various analytical methods and specialized platforms.

Stephanie Bloomberg is a Series 65-licensed financial advisor with 12 years of industry experience. She has worked at Mutual Advisors, LLC since 2022 and previously held positions at FTJ FundChoice, LLC, Northern Lights Distributors, LLC, and CLS Investments, LLC. The data does not indicate other outside activities. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm offers a range of advisory services using both discretionary and non-discretionary approaches, employing multiple analytical methods and third-party tools to tailor portfolio allocations across active and passive strategies.

Tucker Webber is a financial advisor at Mutual Advisors, LLC with 15 years of industry experience. He holds Series 66 and Series 65 designations and has previously worked at Orion Portfolio Solutions, LLC, Cls Investments, LLC, and Securities America Advisors, Inc. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts and estates, retirement plans, and institutional investors. The firm manages portfolios using a combination of active and passive strategies tailored to client objectives and is noted for its scale and breadth of institutional work, managing approximately $9.45 billion across 154 advisors.