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Rebecca L Haugh

Mutual Advisors, LLC

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About Rebecca L Haugh

Rebecca L. Haugh is a financial advisor registered in Pennsylvania and Florida. Rebecca has been in the industry since 2007 and is a Certified Financial Planner. Rebecca works with high-net-worth individuals, corporations, and pension plans. Rebecca currently works at Mutual Advisors, LLC. She is a registered representative of Mutual Advisors, LLC and has been with the firm since January 2020. Rebecca specializes in developing financial plans and providing portfolio management services. Rebecca has previously worked at BPU Investment Management Inc. and Northwestern Mutual Investment Services, LLC.

Firm Information

Rebecca Haugh 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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Rebecca Haugh’s Registration & Firm History

PA

01/15/2020 - Present

Mutual Advisors, LLC (Beaver PA)

PA

08/17/2010 - 08/01/2019

BPU INVESTMENT MANAGEMENT INC. (PITTSBURGH PA)

PA

06/04/2007 - 07/28/2010

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 08/31/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/05/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rebecca L Haugh.
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