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Charles Russell Borquist

Mutual Advisors, LLC

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About Charles Russell Borquist

Charles Russell Borquist is an investment advisor representative registered in Washington. Charles is affiliated with Mutual Advisors, LLC and has been in the industry since 2007. Charles has passed both the Series 7 and 66 exams and has experience with Mutual Advisors, LLC and RP Capital LLC. Charles works with individuals, high net worth individuals, corporations or other businesses, and pension and profit-sharing plans. Charles provides investment advice, financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Charles also provides hourly consulting services.

Firm Information

Charles Borquist 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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Charles Borquist’s Registration & Firm History

NE

10/05/2018 - Present

Mutual Advisors, LLC (OMAHA NE)

WA

08/15/2005 - 09/02/2016

RP CAPITAL LLC (GIG HARBOR WA)

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Licenses & Designations

BC

Issued 07/19/2019

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 08/08/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/02/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Russell Borquist.
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