Bryan
Clifton
Mwa Financial Services Inc
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About this Advisor
Bryan Clifton is a financial advisor based out of Cincinnati, Ohio who has 1 year of relevant experience. Clifton is an employee of Mwa Financial Services Inc. Throughout their career, Clifton has worked at Bankers Life & Casualty, Proequities, Inc, Aig Financial Network, Western And Southern Life, W&S Brokerage Service, Modern Woodmen Of America, Mwa Financial Services Inc, Oneamerica Securities and American United Life. Clifton holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Ohio. Mwa Financial Services Inc is an advisory business based in Rock Island, IL. It has offices in 61 locations and a total of 689 financial advisors. It administers $136 million in total assets among its 987 client accounts, placing it among the mid-sized firms in the nation by assets under management. The firm advises four charitable organizations. Of its 987 client accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in assets. Mwa Financial Services Inc performs a wide assortment 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 fee schedules are based on which services the firm provides the client. However, fee types charged by Mwa Financial Services Inc can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
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
Bryan Clifton Work History
Bryan has been registered as a financial advisor for 1 years.*
Modern Woodmen Of America
Mwa Financial Services Inc
Oneamerica Securities
American United Life
W&S Brokerage Service
Western And Southern Life
Aig Financial Network
Bankers Life & Casualty
Proequities, 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 Bryan Clifton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Cincinnati, OH
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Greenwood, IN
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