Austin
Beneteau

Mwa Financial Services Inc

CRD#6806187
Investment Advisor
in Rancho Mirage, CA

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About this Advisor

Austin Beneteau is a financial advisor working in Rancho Mirage, California who has 1 year of industry experience. Beneteau is on the advisory team at Mwa Financial Services Inc. Their career trajectory has included roles at Shutter Wise Inc, Modern Woodmen Of America, Mwa Financial Services Inc and Blue Shield Ca. Beneteau holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in California. Mwa Financial Services Inc is a firm operating out of Rock Island, IL. It has offices in 61 locations and a total of 689 advisors. It oversees $136 million in assets under management across its 987 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm advises four charities and foundations. Of its 987 accounts, just 2% are held by high-net-worth investors who have at least $1 million in investable assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules are based on the type of services provided. However, fee types billed by Mwa Financial Services Inc likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

71905 Highway 111 Suite E
Rancho Mirage, CA 92270

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Mwa Financial Services Inc Brokerage Details

Total Assets Under Management

$135,611,907

CA Average: $6,674,516,078
Total Number of Employees

689

CA Average: 44
Total Number of Accounts

987

CA Average: 2,564
Average Account Size

$137,398

CA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Austin Beneteau Work History

Austin has been registered as a financial advisor for 1 years.*

2017 - Present (7 years)

Mwa Financial Services Inc

2016 - Present (8 years)

Modern Woodmen Of America

2020 - 2022 (2 years)

Blue Shield Ca

2013 - 2016 (3 years)

Shutter Wise Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Austin Beneteau to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mwa Financial Services, Inc

Bennett Sperber
Ontario, CA
Jeffrey Boll
Prairie Du Sac, WI
Dustin Knoedler
Cincinnati, OH
Austin Beneteau
Rancho Mirage, CA
Brandon Millard
Loudon, TN
Dannielle Roberts
Sulligent, AL
Zachary Mcdowell
Raleigh, NC
Timothy Smith
Denton, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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