Michael
Kojin
Mwa Financial Services Inc
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About this Advisor
Michael Kojin is a financial advisor operating out of Ontario, California with a total of 2 years of industry experience. Kojin works at Mwa Financial Services Inc. Throughout their career, they have worked at Modern Woodmen Of America, University Of Califoirnia, Riverside, University Of Califoirnia, Riverside Athletic Department, The Black Sheep, Valencia High School and Mwa Financial Services Inc. Kojin maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Mwa Financial Services Inc is a registered investment firm operating out of Rock Island, IL. The firm has offices in 61 locations and a total of 689 financial advisors. It has $136 million in total assets between its 987 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm provides financial advice to four charities and foundations. Of its 987 client accounts, just 2% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees typically depend on which service is offered. Fee types billed by Mwa Financial Services Inc likely include some combination 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
Michael Kojin Work History
Michael has been registered as a financial advisor for 2 years.*
Mwa Financial Services Inc
Modern Woodmen Of America
The Black Sheep
University Of Califoirnia, Riverside Athletic Department
University Of Califoirnia, Riverside
Valencia High School
*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 Michael Kojin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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