Michael
Kelly
Mwa Financial Services Inc
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About this Advisor
Michael Kelly is a financial advisor based in Sanford, North Carolina, working with Mwa Financial Services Inc. Michael has previously held positions at Us Army, Modern Woodmen Of America, Mwa Financial Services Inc, Principal Life Insurance Company, Principal Securities Inc, Sandhills Investment Strategies, First Citizens Investor Services, First Citizens Asset Management, Empower Financial Services, Inc, and Canopy Financial Solutions. Michael has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and Pennsylvania. Currently, Michael is part of Mwa Financial Services Inc, which operates out of Sanford, North Carolina. 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
Michael Kelly Work History
Canopy Financial Solutions
Modern Woodmen Of America
Mwa Financial Services Inc
Empower Financial Services, Inc
First Citizens Asset Management
First Citizens Investor Services
Principal Life Insurance Company
Principal Securities Inc
Sandhills Investment Strategies
Modern Woodmen Of America
Mwa Financial Services Inc
Us Army
Disclosures
Please visit the SEC profile of Michael Kelly 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
Cincinnati, OH
Greenwood, IN
Ontario, CA
Laguna Hills, CA
Greenwood, IN
Maumee, OH
Laguna Hills, CA
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