Amanda
Denney
Mwa Financial Services Inc
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About this Advisor
Amanda Denney is a financial advisor based in Delaware, Ohio, working with Mwa Financial Services Inc. Amanda has previously held positions at Modern Woodmen Of America and Mwa Financial Services Inc. Amanda is registered to provide services in Ohio. Currently, Amanda is part of Mwa Financial Services Inc, which operates out of Delaware, Ohio. 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.
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
Amanda Denney Work History
Modern Woodmen Of America
Mwa Financial Services Inc
Disclosures
Please visit the SEC profile of Amanda Denney 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
Maumee, OH
Mansfield, OH
Cincinnati, OH
Laguna Hills, CA
Laguna Hills, CA
Greenwood, IN
Greenwood, IN
Castro Valley, CA
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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.
