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Gregory Scott Schreacke

Mutual Advisors, LLC

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About Gregory Scott Schreacke

Gregory Schreacke is a financial advisor registered with Mutual Advisors, LLC. Gregory has been in the financial services industry since 2015 and is registered in Kentucky and Texas. Gregory's firm has over 162 registered representatives and 132 investment advisor representatives. The firm offers a wide range of financial services, including portfolio management for individuals and businesses, financial planning, and pension consulting. Gregory specializes in providing financial advice to individuals and businesses.

Firm Information

Gregory Schreacke 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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Gregory Schreacke’s Registration & Firm History

KY

03/09/2020 - Present

Mutual Advisors, LLC (Elizabethtown KY)

KY

03/09/2020 - 06/22/2020

MUTUAL SECURITIES, INC. (Elizabethtown KY)

KY

03/17/2015 - 03/12/2020

RAYMOND JAMES FINANCIAL SERVICES, INC. (ELIZABETHTOWN KY)

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Licenses & Designations

BOTH

Issued 04/20/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/22/2022

Series 24 - General Securities Principal Examination

BC

Issued 12/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Scott Schreacke.
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