Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Warn? Claim Your ProfileWarn Willis is a financial advisor with over 20 years of experience in the industry. Warn is a Registered Representative with Mutual Advisors, LLC. Warn has held previous positions at LPL Financial LLC and KMS Financial Services, Inc.. Warn is a Certified Financial Planner and has licenses to conduct business in 15 states, including Washington, California, Florida, Illinois, Michigan, Missouri, Nebraska, Nevada, Oklahoma, Oregon, Texas, Virginia, Arizona, Idaho, and Nebraska. Warn's firm, Mutual Advisors, LLC., is a registered investment advisor and is headquartered in Omaha, Nebraska. Warn's firm offers a range of services, including financial planning, portfolio management, and pension consulting. Warn specializes in working with high-net-worth individuals, businesses, and pension and profit-sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WA
08/22/2022 - Present
Mutual Advisors, LLC (Mercer Island WA)
WA
09/23/2020 - 09/02/2022
LPL FINANCIAL LLC (MERCER ISLAND WA)
WA
04/24/2000 - 09/23/2020
KMS FINANCIAL SERVICES, INC. (Mercer Island WA)
BOTH
Issued 06/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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