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Elaine Rose Manley

Mutual Advisors, LLC

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About Elaine Rose Manley

Elaine Rose Manley is an Investment Advisor Representative with Mutual Advisors, LLC. Elaine has been in the industry since 1986 and holds licenses for both Broker-Dealer and Investment Advisor activities. Elaine is registered in California, Hawaii, Texas, and Washington. Elaine also holds a Series 7, 63, and 65 licenses as well as the SIE. Elaine specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Elaine also serves as the President of Financial Journey Partners, Inc. which provides administrative operations and book sales.

Firm Information

Elaine Manley 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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Elaine Manley’s Registration & Firm History

CA

08/11/2023 - Present

Mutual Advisors, LLC (SAN JOSE CA)

CA

04/24/1986 - 08/16/2018

WADDELL & REED (CAMPBELL CA)

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Licenses & Designations

IA

Issued 04/01/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/15/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elaine Rose Manley.
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