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Stan Michael Dungca

Mutual Advisors, LLC

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About Stan Michael Dungca

Stan Michael Dungca is a registered investment advisor representative with Mutual Advisors, LLC, a firm based in Omaha, Nebraska. Stan has been in the financial services industry since 2016 and has a broad range of experience in investment management. Stan is also a registered investment advisor representative in California.

Firm Information

Stan Dungca 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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Stan Dungca’s Registration & Firm History

CA

01/29/2019 - Present

Mutual Advisors, LLC (Thousand Oaks CA)

NY

08/29/2017 - 02/22/2018

VANDERBILT SECURITIES, LLC (WOODBURY NY)

NV

08/18/2016 - 08/30/2017

FINANCIAL WEST GROUP (RENO NV)

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Licenses & Designations

BOTH

Issued 12/21/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/02/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2018

Series 7 - General Securities Representative Examination

BC

Issued 08/18/2016

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stan Michael Dungca.
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