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Richard Thomas Koch

Mutual Advisors, LLC

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About Richard Thomas Koch

Richard Koch is an investment advisor representative with Mutual Advisors, LLC. Richard's firm manages approximately $6,947,119,840 in assets for individuals and families, corporations, pension and profit-sharing plans, and insurance companies. Richard's firm offers advisory services including portfolio management for individuals, portfolio management for businesses, financial planning, pension consulting, selection of other advisors, and hourly consulting. Richard has been in the industry since 1983 and has worked at Principal Securities, Inc., Principal Life Insurance Co., and Mutual Securities, Inc. Richard holds the Series 6, Series 63, and SIE exams and has a current registration with the state of Minnesota.

Firm Information

Richard Koch 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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Richard Koch’s Registration & Firm History

MN

07/03/2019 - Present

Mutual Advisors, LLC (Minneapolis MN)

MN

11/01/1983 - 06/19/2019

PRINCIPAL SECURITIES, INC. (SAINT PAUL MN)

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Licenses & Designations

BC

Issued 11/16/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Richard Thomas Koch. Review regulatory record here.
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