Victoria Ann Wilk
Investment adviser representative at Mutual Advisors, LLC
19 yearsExperience
1 stateRegistered in
$9.4BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Mutual Advisors, LLC.May 2022 to now
- Mutual Securities, Inc.May 2022 to now
- Independent Financial GroupFeb 2017 to Apr 2022
- First Allied Advisory Services, Inc.Jul 2012 to Feb 2017
- First Allied Securities, Inc.Dec 2009 to Feb 2017
- Conservation Insurance ServicesJun 2007 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mutual Advisors, LLC
$9.4BAssets managed
9,960Clients
153Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5463719
- Firm CRD
- 167658