Marc Petro Willden
Investment adviser representative at Mutual Advisors, LLC
29 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
29 years in the industry.
- Mutual Advisors, LLC.Nov 2020 to now
- Truemarc Consulting, LLCApr 2019 to now
- Wealth Partners Financial Services, LLCMay 2020 to Oct 2020
- Matrix Packaging Machinery, LLCJun 1991 to Mar 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7255037
- Firm CRD
- 167658