Travis
Dezordo

Mwa Financial Services Inc

CRD#7167183
Investment Advisor
in Canal Fulton, OH

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About this Advisor

Travis Dezordo is a financial advisor who works out of Canal Fulton, Ohio who has 2 years of relevant experience. Dezordo is an advisor for Mwa Financial Services Inc. Over the course of their career, Dezordo has held roles at Modern Woodmen Of America, Lake Norman Charter School and Mwa Financial Services Inc. Dezordo maintains a Series 63 license, which qualifies them as a securities agent, and is approved to advise clients 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 people on staff. It administers $136 million in assets under management between its 987 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm serves four charities and foundations. Of its 987 customer accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm 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. Fees for financial advisory services typically are based on which services the firm provides the client. Fee types billed by Mwa Financial Services Inc can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Canal Fulton, OH

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Mwa Financial Services Inc Brokerage Details

Total Assets Under Management

$135,611,907

OH Average: $6,674,516,078
Total Number of Employees

689

OH Average: 44
Total Number of Accounts

987

OH Average: 2,564
Average Account Size

$137,398

OH Average: $2,603,165

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

Travis Dezordo Work History

Travis has been registered as a financial advisor for 2 years.*

2019 - Present (5 years)

Modern Woodmen Of America

2019 - Present (5 years)

Mwa Financial Services Inc

2010 - 2019 (9 years)

Lake Norman Charter School

*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 Travis Dezordo 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

Bennett Sperber
Ontario, CA
Jeffrey Boll
Prairie Du Sac, WI
Dustin Knoedler
Cincinnati, OH
Austin Beneteau
Rancho Mirage, CA
Martha Litz
Roanoke, VA
Joshua Adkins
Abingdon, VA
Brandon Millard
Loudon, TN
Beau Jackson
Greenwood, IN

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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