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Brent David Johnson

Mutual Advisors, LLC

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About Brent David Johnson

Brent David Johnson is a financial advisor with over 20 years of experience. He has worked with LPL Financial LLC and American Express Financial Advisors Inc. before joining Mutual Advisors, LLC. Brent has a Series 7, Series 24, Series 31, Series 66, and SIE licenses and is a Certified Financial Planner. His experience includes working with high-net-worth individuals, businesses, and pension plans. Brent also offers financial planning, portfolio management, and pension consulting services.

Firm Information

Brent Johnson is currently registered with Mutual Advisors, LLC. Mutual Advisors, LLC is an investment advisory firm based in Omaha, NE. The firm provides a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and high-net-worth clients. With over 160 registered representatives and advisors, the firm manages over $6.9 billion in assets.
Mutual Advisors, LLC

9140 W DODGE ROAD

OMAHA, NE 68114

$6.95B

Assets Under Management

30

Total Clients

142

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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hourly consulting

Hourly consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brent Johnson’s Registration & Firm History

CA

02/08/2023 - Present

Mutual Advisors, LLC (Camarillo CA)

CA

01/02/2002 - 06/08/2018

LPL FINANCIAL LLC (CAMARILLO CA)

MN

12/01/1998 - 01/07/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

12/01/1998 - 01/07/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 12/22/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/06/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 11/22/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brent David Johnson.
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