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Evan Lyle johnson Mowen

Mutual Advisors, LLC

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About Evan Lyle johnson Mowen

Evan Mowen is an investment advisor representative at Mutual Advisors, LLC. Evan is a Certified Financial Planner and has been in the industry since 2012. Evan has experience in financial planning, portfolio management, and insurance. Evan is registered to provide investment advisory services in Illinois. Evan is also a member of the Southern Illinois University Edwardsville Alumni Association. Evan is dedicated to providing clients with personalized financial advice and guidance.

Firm Information

Evan Mowen 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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Evan Mowen’s Registration & Firm History

IL

03/22/2021 - Present

Mutual Advisors, LLC (Edwardsville IL)

IL

08/06/2012 - 04/29/2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (glen carbon IL)

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Licenses & Designations

IA

Issued 12/18/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/02/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Evan Lyle johnson Mowen.
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