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William Gerow Christian

Mutual Advisors, LLC

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About William Gerow Christian

William Christian is a financial advisor who has been working in the industry since 1994. William currently works for Mutual Advisors, LLC. Previously, William has worked with Calton & Associates, Inc. and IMS Securities, Inc.. William is registered with the state of Texas and holds several industry licenses and certifications.

Firm Information

William Christian 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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William Christian’s Registration & Firm History

TX

08/24/2023 - Present

Mutual Advisors, LLC (Houston TX)

TX

11/10/2017 - 08/22/2023

CALTON & ASSOCIATES, INC. (Houston TX)

TX

12/15/2000 - 11/09/2017

IMS SECURITIES, INC. (HOUSTON TX)

AZ

01/20/1997 - 12/05/2000

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)

GA

09/01/1994 - 05/08/1996

IFG NETWORK SECURITIES, INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 09/20/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Gerow Christian.
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