Couple meeting with financial advisor

We all have financial goals—paying down debt, funding our children’s education, or simply saving for retirement.

Our financial consultants provide guidance to help successfully PURSUE your goals.

Mutual Financial Group is committed to providing comprehensive wealth management strategies to better your long-term financial well-being. We listen to you so we can understand your goals, dreams and concerns. We seek out innovative ideas and strategies to help pursue financial security and independence.

Our experienced Financial Consultants value building trusting relationships. Together, through our collaborative planning approach, we will design recommendations that will seek to meet your needs today and better prepare you for tomorrow.

In partnership with our broker-dealer, LPL Financial, Mutual Financial Group has access to a wide range of investment tools, services, and resources. This allows our Financial Consultants the ability to provide independent, objective, and unbiased investment strategies to better serve the ever-evolving needs of our clients.

Whether you’re starting your career or nearing retirement, working with a Mutual Financial Group consultant can help position you for financial success.

Contact a Mutual Financial Group consultant today to schedule a no-obligation, private wealth management consultation or call us at 800-242-9090. We’ll gladly review your individual financial situation and discuss options that seek to help you achieve financial security.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services offered through LPL Financial. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Bank Mutual deposits and are not FDIC insured. These products are not obligations of Bank Mutual and are not endorsed, recommended or guaranteed by Bank Mutual or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Bank Mutual and Mutual Financial Group are not registered brokers/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Wisconsin and Minnesota.