Brian
Wilson
Mwa Financial Services Inc
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About this Advisor
Brian Wilson is a financial advisor based in Lexington, Kentucky, working with Mwa Financial Services Inc. Brian has previously held positions at Central Kentucky Insurance & Planning, Massmutual, Mml Investors Services, Kentucky Farm Bureau, Mutual Of Omaha Insurance Company, Mutual Of Omaha Investor Services, Mwa Financial Services LLC, and Modern Woodmen Of America. Brian has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Kentucky. Currently, Brian is part of Mwa Financial Services Inc, which operates out of Lexington, Kentucky. The firm has 81 offices and 685 employees. The firm manages assets totaling $216.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Mwa Financial Services Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mwa Financial Services Inc Brokerage Details
$216,092,715
685
1,432
$150,903
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
Brian Wilson Work History
Mwa Financial Services LLC
Modern Woodmen Of America
Mutual Of Omaha Insurance Company
Mutual Of Omaha Investor Services
Mml Investors Services
Massmutual
Kentucky Farm Bureau
Central Kentucky Insurance & Planning
Disclosures
Please visit the SEC profile of Brian Wilson 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
Laguna Hills, CA
Mansfield, OH
Ontario, CA
Greenwood, IN
Greenwood, IN
Castro Valley, CA
Mansfield, OH
Summerville, SC
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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.
