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RA

Ray M. Arndt

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CRD#: 6425336
RA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ray Michael Arndt was a registered financial professional .

Ray is a previously registered financial professional and started their career in finance in 2015. Ray had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
1. Kowal Investment Group, LLC., Start Date: 10/01/2020, 17775 W. Bluemound Rd., Brookfield, WI 53045, LLC, Financial Planning, Financial Advisor, Provide advise to clients, Investment Related, 80 Hours per month, 2 Hours per day during trading hours. 2. Independent Insurance Agent, Start Date: 12/09/2019, 17775 W. Bluemound Rd., Brookfield, WI 53045, Kowal Investment Group, LLC., Retirement and Investment Planning, Agent, Life Insurance, Financial Advisor, Assist In reviewing client insurance coverages, Not Investment Related, Less than 1 Hour per month, 0 Hours per day during trading hours.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 13, 2020 - July 1, 2024

MUTUAL SECURITIES, INC.

BD
CRD#: 13092
Brookfield, WI
Past

September 30, 2020 - July 8, 2024

KOWAL INVESTMENT GROUP, LLC

RIA
CRD#: 113169
BROOKFIELD, WI
Past

December 10, 2019 - October 12, 2020

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Waukesha, WI
Past

December 10, 2019 - October 12, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
WAUKESHA, WI
Past

February 17, 2015 - December 23, 2019

CL WEALTH MANAGEMENT LLC

RIA
CRD#: 134922
MENOMONEE FALLS, WI
Past

January 27, 2015 - December 23, 2019

CABOT LODGE SECURITIES LLC

BD
CRD#: 159712
MENOMONEE FALLS, WI

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/12/2015
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MS
MUTUAL SECURITIES, INC.
COWLES, SABOL & COMPANY, INCORPORATED | MUTUAL SECURITIES, INC. OF CALIFORNIA | MUTUAL SECURITIES, INC. | MUTUAL SECURITIES INC., OF CALIFORNIA | MUTUAL SECURITIES INC. OF CALIFORNIA

CRD#: 13092 / SEC#: 801-68443, 8-28580

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
807-a Camarillo Springs Road, Camarillo, CA 93012
Mailing Address
P.o. Box 2864, Camarillo, CA 93011
Phone number
(805) 764-6730
Established
California since 02/04/1982
Firm type
Corporation
Fiscal year end
June
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
MUTUAL GROUP, INC.CORPORATION
CLAUSSEN, DAWN MARIECHIEF OPERATING OFFICER5445747
DAMIANI, NICHOLAS ARTHURCHIEF ADMINISTRATIVE OFFICER5669491
JASPER, AARON TCHIEF EXECUTIVE OFFICER5016734
SABOL, RYAN STEPHENMANAGING PRINCIPAL4419285
SHANNON, DEBRA DAWNCHIEF COMPLIANCE OFFICER5021297
VOSS, MITCHELL CRAIGCHAIRMAN1029100

Disclosures


Regulatory Event2
Arbitration8

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.

Company Information


MUTUAL SECURITIES, INC.

CRD#: 13092

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