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Brian James Kearns

Mutual Advisors, LLC

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About Brian James Kearns

Brian Kearns is an investment advisor representative with Mutual Advisors, LLC. Brian has been in the financial services industry since 2012, working at firms like Morgan Stanley and MML Investors Services, LLC. Brian holds the Series 7, 66 and SIE securities licenses. Brian is a Certified Financial Planner™ professional. Brian's clients include individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Brian provides advisory services including financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals.

Firm Information

Brian Kearns 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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Brian Kearns’s Registration & Firm History

IL

09/27/2019 - Present

Mutual Advisors, LLC (Evanston IL)

IL

03/27/2014 - 02/20/2017

MORGAN STANLEY (GLENVIEW IL)

IL

09/28/2012 - 02/27/2014

MML INVESTORS SERVICES, LLC (DEERFIELD IL)

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Licenses & Designations

BOTH

Issued 11/21/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/20/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian James Kearns.
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