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Marc Petro Willden

Mutual Advisors, LLC

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About Marc Petro Willden

Marc Petro Willden is a financial advisor with over 30 years of experience in the industry. Marc currently works with Mutual Advisors, LLC and is registered as an Investment Advisor Representative (IAR) in Wisconsin. Marc has earned the Series 65 license and has experience working in manufacturing and consulting. Marc is active in the community, serving on the board of directors of the Sandstone Group, Inc. Marc specializes in working with high-net-worth individuals, businesses, and pension and profit-sharing plans. Marc provides a variety of financial services, including financial planning, pension consulting, selection of other advisors, and portfolio management.

Firm Information

Marc Willden 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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Marc Willden’s Registration & Firm History

WI

11/30/2020 - Present

Mutual Advisors, LLC (Cedarburg WI)

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Licenses & Designations

IA

Issued 08/31/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marc Petro Willden.
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