Welcome to the team, Casey! 💙
I’m happy to share that I’m starting a new position as Administrative and Executive Support Specialist at Mutual Group!
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About us
Mutual was created to address a need through collaborative and authentic service. First as Mutual Securities, Inc., then adding Mutual Advisors, and today as Mutual Group – we have evolved to serve RIA’s, Hybrids and everything in between. With over 40 years’ experience, we have deep expertise in brokerage, compliance, technology, and operations for advisors. Entrepreneurial to the core, we’re no-nonsense innovators with a nimble start-up approach. No egos, just results. Investment advisory services offered through Mutual Advisors, LLC, a SEC registered investment adviser. Securities offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Advisors, LLC and Mutual Securities, Inc. (collectively “Mutual Group”) are affiliated companies.
- Website
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https://www.mutual.group/
External link for Mutual Group
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Camarillo, CA
- Type
- Privately Held
- Founded
- 1982
Locations
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Primary
Get directions
807-A Camarillo Springs Rd.
Camarillo, CA 93012, US
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Get directions
9140 W Dodge Rd
Suite 230
Omaha, Nebraska 68114, US
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Get directions
1551 Three Crowns Dr
Suite 100
Casper, Wyoming 82604, US
Employees at Mutual Group
Updates
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Daniel Crosby, Ph.D. delivered a powerful yet extremely entertaining message at #PowerAtThePeak. Thank you so much for speaking to our Advisors about love and money!
Chief Behavioral Officer at Orion Advisor Solutions - Behavioral Finance expert - Psychologist - Author of "The Soul of Wealth"
Very quick trip to Utah to speak to my friends at Mutual Group. They asked me to give a presentation that was equal parts education, comedy, and crowd interaction and I can’t remember when I’ve had more fun. More non-traditional engagements like this, please! Pictured: Some of the Utah fam.
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Thank you for being part of #PowerAtThePeak, Andrew! We're thrilled about our new partnership with YCharts💙
Had an incredible experience attending and speaking on stage at this year's Mutual Group Retreat at the The St. Regis Deer Valley Resort, where I had the opportunity to discuss a new and exciting partnership between YCharts and Mutual Group! Huge thank you to Mutual Group for putting this event together. It was great to connect with dozens of advisors who shared how YCharts is already adding immense value to their work. Not to mention we had a lot of fun in such a beautiful location.. I'm beyond excited to continue building on this relationship and to work alongside such an incredible group of people. #PowerAtThePeak #MutualGroup #YCharts
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Wow! Is day 2 of #PowerAtThePeak over already? Not only did we learn so much from Anand Sekhar, Andrew Petsche, Ken Lambert, Austin Cumblad, and Matt Casas, we had a fabulous time networking with everyone. As if that wasn't enough, we ended the night rockin' out to an 80s rock band! 🎸 Here's to finishing up day 3! 💙
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We had an absolute BLAST on Day 1 of #PowerAtThePeak. Here's to a second day full of learning, growing, and connecting!
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Day 1 of #PowerAtThePeak! We’re stoked and cannot wait to connect with everyone. 💙
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It’s a wrap! Our seventh Aspire Intern class just finished their summer with us and is heading back to college for the fall semester. This remarkable group of future professionals brought energy, curiosity, and ambition to our team. Though we’re sad to see them go, we’re eager to see what they accomplish in the next chapter of their academic journey. During their time here, they dove into Good to Great by Jim Collins and gained invaluable insights from an impressive lineup of speakers, including Michael Ryne, Ken Lambert, Joe Agresto, CFP®, Ken Bock, CFP® RICP® CRPC®, Emily R. Bullis, and Adam Silverman. The Aspire program is truly a highlight of the year at Mutual. Thank you, Grace Viso, Milan Bhatia, Eli Moore, Akankshya Chataut, Trent Carmandalian, and Kai Hart, for a phenomenal summer! 💙
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The MG team is growing! 😎 We're searching for just the right person to be our Vice President of Service & Operations. If you're passionate about driving innovation, enhancing client service, and fostering a culture of excellence, we'd love to meet you! Ready to take the next step in your career? Apply today! 👇
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We're halfway into our Aspire Internship Program and have been having a wonderful time helping our interns grow! 🌱 Did you know our CEO, Aaron Jasper, also participated in a summer internship program during his junior and senior year of college? We're so glad to have a leader who recognizes the importance of an internship and gives each department the opportunity to help shape the future of these aspiring professionals. Here's to yet another successful year of Aspire!💙
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Well deserved, Alyssa! Congratulations. 💙
I’m happy to share that I’ve been promoted to Client Service Specialist at Mutual Group!
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