John W. Einberger
MUTUAL ADVANTAGE
BOULDER, CO
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CRD#: 4400117
Professional summary
John William Einberger, CFP® is a registered financial advisor currently at MUTUAL ADVANTAGE, LLC located in Boulder, Colorado.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. John has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view John William Einberger's 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®
CFP®
Start date: 2000
Experience
Current
November 21, 2000 - Present
MUTUAL ADVANTAGE, LLC
RIA
CRD#: 112620
BOULDER, CO
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.Highlighted states indicate IAR registrations
IAR
Colorado(11/21/2000)
Exams
Current Firm
MA
MUTUAL ADVANTAGE, LLC
ENJOY THE RIDE: FINANCIAL + LIFE PLANNING | MUTUAL ADVANTAGE, LLC | MUTUAL ADVANTAGE, INC.
CRD#: 112620 / SEC#:
Colorado
Registered Investment Advisory firm - (11/21/2000 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Boulder, CO
Mailing Address
Phone number
(303) 717-0925
Established
Firm type
Fiscal year end
# of Employees
2
Red Flags
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