DM
DM

Danielle Elizabeth Mutz

23 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
432 clients
Average Client Portfolio
$386K average
Assets Under Management
$166.8M

Fee Structure

Minimum Investment:$50K
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Location

6721 Academy Rd. Ne, Suite B, Albuquerque, NM, 87109

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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

Danielle is a limited partner (2.5% ownership) in Comanche Creek Brewing Company, LLC, a family-owned microbrewery, dedicating a few hours per week. She is also an insurance agent selling health and life insurance (about 10-20% of her time) and a managing member of Cross State Tax & Financial, LLC (minimal time).

Employment History
Current Registrations
Cross State Financial Group LLC
February 2016 - Present · 10 yrs
Previous Registrations
Crown Capital Securities, L.P.Broker
October 2016 - December 2019 · 3 yrs 2 mos
Foothill Securities, INC.
September 2015 - October 2016 · 1 yr 1 mo
Foothill Securities, INC.Broker
December 2009 - October 2016 · 6 yrs 10 mos
Next Financial Group, INC.Broker
December 2005 - December 2009 · 4 yrs
Raymond James Financial Services, INC.Broker
May 2003 - December 2005 · 2 yrs 7 mos
Wachovia Securities, INC.Broker
September 2001 - November 2002 · 1 yr 2 mos
State Registrations4 states
COFLNMTX
Advisor
Exams
No exam information available for this advisor.
Danielle Elizabeth Mutz - Financial Advisor | TrueAdvisor