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Jeremy Mark Stalcup

Mutual Advisors, LLC

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About Jeremy Mark Stalcup

Jeremy Stalcup is a financial advisor at Mutual Advisors, LLC, a registered investment advisor based in Omaha, Nebraska. Jeremy has been in the financial services industry since 2012 and has held a Series 7, Series 24, and Series 66 license. Jeremy has experience working with individuals, businesses, and retirement plans. Jeremy is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Jeremy Stalcup 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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Jeremy Stalcup’s Registration & Firm History

NE

02/06/2023 - Present

Mutual Advisors, LLC (Omaha NE)

AR

08/21/2013 - 03/10/2015

METLIFE SECURITIES INC. (LITTLE ROCK AR)

AR

06/11/2010 - 06/27/2011

PACIFIC WEST SECURITIES, INC. (LITTLE ROCK AR)

AR

08/03/2009 - 09/11/2009

INVESTORS CAPITAL CORP. (CONWAY AR)

AR

03/23/2009 - 06/19/2009

APPLE TREE INVESTMENTS, INC. (LITTLE ROCK AR)

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Licenses & Designations

BOTH

Issued 09/06/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/03/2020

Series 24 - General Securities Principal Examination

BC

Issued 08/21/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeremy Mark Stalcup.
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