Robert Reed Linderman
Financial advisor at Mutual Advisors, LLC · Visalia, CA
Last updated 2026-10-10
Claim your profileRobert Reed Linderman is a financial advisor at Mutual Advisors, LLC in Visalia, CA, CRD 2162289. Licenses and exams on the registration: Series 63, Series 65. First registered 2004-09-16.
Registration
- CRD number
- 2162289
- Registration status
- Active
- First registered
- 2004-09-16
- Years of experience
- 34
- States registered
- CA, TX
Licenses and exams
- Series 63
- Series 65
Work history
- 1992-06 to 2019-04 · Mutual Securities, Inc. · Camarillo, CA
- 2013-12 to Present · Mutual Advisors, Llc. · Omaha, NE
Current employment
- Mutual Advisors, LLC · Omaha, NE
Mutual Advisors, LLC
- Regulatory AUM
- $9,449,420,841
- Registered advisors
- 153
- Offices
- 130
- Clients per advisor
- 65.1 (Moderate)
- Average AUM per client
- $948.7K (Low)
- High-net-worth client ratio
- 22.4% (Moderate)
Mutual Advisors, LLC: advisors, services and reported ETF investments
Reported ETF positions
Mutual Advisors reports 667 ETF positions worth $3.2B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPY — SPDR S&P 500 ETF TRUST | $279.8M |
| IEF — iShares 7-10 Year Treasury Bond ETF | $237.7M |
| IVV — iShares Core S&P 500 ETF | $156.6M |
| SGOV — iShares 0-3 Month Treasury Bond ETF | $106M |
| VOO — Vanguard S&P 500 ETF | $82.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Mutual Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $24.8M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $19.4M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $5.2M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $8.8M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Mutual Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Insurance Company or Agency
Location
113 N Church Street, Visalia, CA 93291
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 307-439-6357
- Website: monument-invest.com
Official record
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