Amanda
Denney
Mwa Financial Services Inc
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About this Advisor
Amanda Denney is a financial advisor working out of Delaware, Ohio, with a total of 3 years of relevant experience. Denney is an advisor for Mwa Financial Services Inc. During their career, the advisor has held roles at Modern Woodmen Of America and Mwa Financial Services Inc. Denney is registered to serve investors in Ohio. Mwa Financial Services Inc is an advisory business that has its headquarters in Rock Island, IL. The firm has offices in 61 locations and a total of 689 financial advisors. It oversees $136 million in total assets between its 987 accounts, making it one of the mid-sized firms in the country by assets under management. The firm provides services to four charities and foundations. Of its 987 customer accounts, just 2% are held by high-net-worth investors who have more than $1 million in investable assets. The business offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees usually are based on which services the firm provides the client. Fees charged by Mwa Financial Services Inc can consist of any combination of asset-based, hourly and fixed fees.
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
Amanda Denney Work History
Amanda has been registered as a financial advisor for 3 years.*
Modern Woodmen Of America
Mwa Financial Services Inc
*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 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
Prairie Du Sac, WI
Rancho Mirage, CA
Ontario, CA
Cincinnati, OH
Loudon, TN
Greenwood, IN
Roanoke, VA
Denton, TX
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