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Evan Lyle johnson Mowen

Investment adviser representative at Mutual Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.4BFirm assets

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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

13 years in the industry.

  1. Mutual Advisors, LLC.Mar 2021 to now
  2. Opel Private Wealth, LLCDec 2013 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 1 state (IL).

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
5748907
Firm CRD
167658
Advisor's SEC record (opens in a new tab)
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