Mitchell Craig Voss | Financial Professional | Camarillo, California

Professional summary

Mitchell Craig Voss, who also goes by Mitchell Craig Vossenkemper, is a registered financial advisor currently at MUTUAL ADVISORS, LLC located in Camarillo, California and MUTUAL SECURITIES, INC. located in Camarillo, California.

Mitchell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Mitchell has worked at 9 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, Series 79TO, SIE, Series 3, Series 7, Series 27, Series 53, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mitchell Craig Vossenkemper

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. VOSS SINGLE FAMILY PRIVATE TRUST CO., LLC, START: 04/19/2013, 5830 E 2ND ST., STE. 2D, CASPER, WY 82609, OWNER & MANAGING MEMBER, INVESTMENT-RELATED, <5 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 2. MUTUAL VENTURES, LLC, INCOME INVESTMENT GROUP, LLC., START: 7/1/2013, 5830 E 2ND ST., STE. 2D, CASPER, WY 82609, MANAGER, BUSINESS DEVELOPMENT, LLC MANAGEMENT DUTIES, INVESTMENTS, INVESTMENT RELATED, <40 HOURS PER MONTH, <2 HOURS PER DAY DURING TRADING HOURS. 3. VOSS INVESTMENTS, LLC, START: 01/2015, 5830 E 2ND ST., STE. 2D, CASPER, WY 82609, INVESTMENTS/CONSULTING, EXECUTIVE OFFICER, INVESTMENT RELATED, <20 HOURS PER MONTH, <1 HOUR PER DAY DURING TRADING HOURS. 4. WINDY HILL FOUNDATION, START: 05/01/2024, 101 N Jay St., Ste. A, Middleburg, VA 20117, Foundation, Charity, Board Member, Non-executive board of directors duties for a charitable foundation, Not Investment Related, 4 Hours per month, 0 Hours per day during trading hours. 5. VLST INVESTMENTS, LLC., START DATE: 06/16/2025, 30 N Gould St., Ste. R, Sheridan, WY 82801, LLC, Investment Holding Entity for Family Trust, Manager, Oversee Investment Holdings of Family Trust, Investment Related, 1 Hour per month, 0 Hours per day during trading hours. 6. VCRT Investments, LLC., Start Date: 06/16/2025, 30 N Gould St., Ste. R, Sheridan, WY 82801, LLC, Investment Holding Entity for Trust, Manager, Managing Family Trust Investment, Investment Related, 1 Hour per month, 0 Hours per day during trading hours. THE TIME COMMITMENT TO EXECUTE DUTIES ASSOCIATED WITH THE ABOVE LISTED OUTSIDE BUSINESS ACTIVITIES VARIES. NO MATERIAL TIME COMMITMENT REQUIRED DURING MARKET HOURS. DUTIES ARE DIRECTED BY OPERATING AGREEMENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell Craig Voss's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 2, 2013 - Present

MUTUAL ADVISORS, LLC

Office #1: 807 A Camarillo Springs Road, Camarillo, CA 93012

RIA

CRD#: 167658

CAMARILLO, CA

Current

June 4, 1992 - Present

MUTUAL SECURITIES, INC.

Office #1: 807-a Camarillo Springs Road, Camarillo, CA 93012

BD

CRD#: 13092

Camarillo, CA

Past

January 24, 2000 - July 9, 2013

MUTUAL SECURITIES, INC.

RIA

CRD#: 13092

ALBUQUERQUE, NM

Past

March 9, 1995 - March 11, 1997

BROKERAGE ADMINISTRATORS CORPORATION

BD

BD

CRD#: 801

Past

January 14, 1982 - April 23, 1982

SAN DIEGO SECURITIES INCORPORATED

BD

CRD#: 4136

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MA

MUTUAL ADVISORS, LLC

CRD#: 167658 / SEC#: 801-78089

RIA

Registered Investment Advisory firm - (5/26/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR

Colorado
(5/8/2015)

IAR

Colorado
(5/15/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

General Securities Principal Examination

SRO Registrations

RR

FINRA

Current Firm

MA

MUTUAL ADVISORS, LLC

CRD#: 167658 / SEC#: 801-78089

RIA

Registered Investment Advisory firm - (5/26/2013 Approved)

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Contact information

Main Address

9140 W Dodge Road Suite 230, Omaha, NE 68114

Mailing Address

Phone number

(307) 439-6357

Established

Firm type

Fiscal year end

# of Employees

189

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MUTUAL ADVISORS, LLC APPENDIX A WRAP BROCHURE (3/31/2025)

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	21,515
AUM (Assets Under Management)	$ 6,750,194,248

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Mitchell C. Voss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell Craig Voss's CRS (Customer Relationship Summary).

Certified licenses

Experience

MUTUAL SECURITIES, INC.

MUTUAL SECURITIES, INC.

BROKERAGE ADMINISTRATORS CORPORATION

FUNDMARK INVESTMENT COMPANY SERVICES, INC.

FUNDMARK INVESTMENT COMPANY SERVICES, INC.

FUNDMARK INVESTMENT COMPANY SERVICES, INC.

HALL & COMPANY INCORPORATED

JACK WHITE & COMPANY, INC.

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

JACK WHITE & COMPANY, INC.

SUTRO & CO. INCORPORATED

SAN DIEGO SECURITIES INCORPORATED

Primary Firm SEC Registration

MUTUAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/6/1999

Series 63

Date: 6/23/1988

Series 52TO

Date: 9/25/2025

Series 99TO

Date: 1/2/2023

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 3

Date: 4/3/1986

Series 7

Date: 6/20/1981

Series 27

Date: 6/25/1996

Series 53

Date: 6/23/1988

Series 4

Date: 8/4/1987

Series 24

Date: 4/10/1987

FINRA

Current Firm

MUTUAL ADVISORS, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MUTUAL ADVISORS, LLC

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