Bennett
Sperber
Mwa Financial Services Inc
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About this Advisor
Bennett Sperber is a financial advisor operating out of Ontario, California who has 4 years of industry experience. Sperber is an employee of Mwa Financial Services Inc. During their career, Sperber has held roles at Modern Woodmen Of America, Bls Construction Inc, University Of California Riverside and Mwa Financial Services Inc. Sperber has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and Texas. Mwa Financial Services Inc is a registered investment company that has its headquarters in Rock Island, IL. The firm has offices in 61 locations and a total of 689 people on staff. It oversees $136 million in total assets across its 987 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm serves four charitable organizations. Of its 987 client accounts, just 2% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm has 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. Fees charged by financial advisors depend on which services the firm provides the client. Fees billed by Mwa Financial Services Inc can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mwa Financial Services Inc Brokerage Details
$135,611,907
689
987
$137,398
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
Bennett Sperber Work History
Bennett has been registered as a financial advisor for 4 years.*
Modern Woodmen Of America
Mwa Financial Services Inc
Bls Construction Inc
University Of California Riverside
*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 Bennett Sperber 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
Ontario, CA
Rancho Mirage, CA
Prairie Du Sac, WI
Cincinnati, OH
Charlotte, NC
Laguna Hills, CA
Mansfield, OH
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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