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Kris Al Kienzle

Mutual Advisors, LLC

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About Kris Al Kienzle

Kris Kienzle is a financial advisor with Mutual Advisors, LLC. Kris is a registered representative with the state of Washington and Minnesota, and offers a variety of financial services to clients, including financial planning, portfolio management, and pension consulting. Kris has been in the financial services industry for over 20 years, and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Kris has experience with Ameriprise Financial Services, Inc. and DWS Distributors, Inc. and has held numerous licenses and certifications in the industry.

Firm Information

Kris Kienzle 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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Kris Kienzle’s Registration & Firm History

WA

02/18/2020 - Present

Mutual Advisors, LLC (Vancouver WA)

OR

09/28/2018 - 01/13/2020

AMERIPRISE FINANCIAL SERVICES, INC. (Portland OR)

IL

09/10/2014 - 04/04/2018

DWS DISTRIBUTORS, INC. (CHICAGO IL)

MN

01/01/2007 - 09/10/2014

RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)

MN

12/09/2003 - 01/01/2007

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

12/09/2003 - 12/31/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

10/22/2001 - 07/30/2003

USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)

MN

11/29/1996 - 11/24/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

11/29/1996 - 11/24/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/29/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/11/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/2004

Series 7 - General Securities Representative Examination

BC

Issued 10/19/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kris Al Kienzle. Review regulatory record here.
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