Aaron
Farver
Mwa Financial Services Inc
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About this Advisor
Aaron Farver is a financial advisor based in Lincoln, Nebraska, working with Mwa Financial Services Inc. Aaron has previously held positions at Modern Woodmen Of America, Duncan Aviation, Fedex Ground, University Of Nebraska Lincoln, and Mwa Financial Services. Aaron has passed the Series 66 regulatory exam and is registered to provide services in Iowa and Nebraska. Currently, Aaron is part of Mwa Financial Services Inc, which operates out of Lincoln, Nebraska. 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
Aaron Farver Work History
Mwa Financial Services
Modern Woodmen Of America
Duncan Aviation
Fedex Ground
University Of Nebraska Lincoln
Disclosures
Please visit the SEC profile of Aaron Farver 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
Mansfield, OH
Laguna Hills, CA
Greenwood, IN
Mansfield, OH
Asheboro, NC
Laguna Hills, CA
Castro Valley, CA
Laguna Hills, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
