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Curtis Van Slothower

Mutual Advisors, LLC

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About Curtis Van Slothower

Curtis Van Slothower is an investment advisor representative registered with Mutual Advisors, LLC. Curtis has been in the financial industry since 2011 and has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Curtis holds the Series 7 and Series 66 licenses. Curtis also provides insurance solutions and fixed indexed annuities as an independent insurance agent. Curtis is committed to providing clients with personalized financial advice to help them achieve their financial goals.

Firm Information

Curtis Slothower 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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Curtis Slothower’s Registration & Firm History

NE

09/06/2024 - Present

Mutual Advisors, LLC (OMAHA NE)

NV

10/21/2011 - 06/05/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RENO NV)

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Licenses & Designations

BOTH

Issued 12/20/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/19/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Curtis Van Slothower.
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