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Hugh Nickolas Hendrix

Mutual Advisors, LLC

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About Hugh Nickolas Hendrix

Hugh Nickolas Hendrix is a financial advisor with Mutual Advisors, LLC. Hugh has been working in the financial industry for over 30 years. Hugh is registered with the state of Missouri. Hugh is a Certified Financial Planner™. Hugh offers financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Hugh also has experience in the insurance industry as an independent insurance agent. Hugh is committed to providing personalized financial advice and guidance to help clients reach their financial goals.

Firm Information

Hugh Hendrix 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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Hugh Hendrix’s Registration & Firm History

NE

05/24/2019 - Present

Mutual Advisors, LLC (OMAHA NE)

MO

05/15/2019 - 07/15/2022

MUTUAL SECURITIES, INC. (Clayton MO)

MO

03/02/1994 - 04/08/2019

FIDELITY BROKERAGE SERVICES LLC (CHESTERFIELD MO)

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Licenses & Designations

BOTH

Issued 08/10/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/15/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/10/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Hugh Nickolas Hendrix. Review regulatory record here.
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