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Bradley Laninga

8 Years of Experience
Sells Insurance

Bradley Laninga is a registered investment advisor at Mutual Advisors, LLC, based in Allendale, MI, with 8 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,463 clients with $6.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
154 advisors
Number of Clients
8,463 clients
Average Client Portfolio
$798K average
Assets Under Management
$6.8B

Fee Structure

Investment management only (planning not offered)

Mutual Advisors charges an annual management fee based on the complexity of your financial situation, the services provided, the experience and standard of fees charged by your advisor, and the value of the assets in your account. This fee is negotiable with your advisor. The annual fee ranges up to 2.00% and is assessed quarterly or monthly in advance. Fees can be structured as a fixed percentage, a tiered fee schedule, or a linear fee schedule.

For American Funds F2 Direct Accounts, the annual fee ranges from 0.25% up to 1.25% annually, calculated and debited quarterly in arrears based on an average daily balance.

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Location

Allendale, MI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bradley is an independent insurance agent since March 2024, licensed in Michigan for life, accident, and health insurance. He sells life insurance and long-term care insurance products incidental to his role as an advisor, dedicating minimal time to this activity.

Employment History
Current Registrations
Mutual Advisors, LLC
March 2022 - Present · 4 yrs 1 mo
Previous Registrations
Eagle Strategies LLC
May 2021 - March 2022 · 10 mos
Nylife Securities LLCBroker
November 2017 - March 2022 · 4 yrs 4 mos
State Registrations1 state
MI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.