Layton
Bicanovsky

Mwa Financial Services Inc

CRD#7414038
Investment Advisor
in Tulsa, OK

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About this Advisor

Layton Bicanovsky is a financial advisor based in Tulsa, Oklahoma with a total of 1 year of relevant experience. Bicanovsky is on the advisory team at Mwa Financial Services Inc. During their career, the advisor has held roles at Modern Woodmen Of America, University Of Central Arkansas, Rusellville School District and Mwa Financial Services Inc. Bicanovsky maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Oklahoma. Mwa Financial Services Inc is a financial advisory business that has its headquarters in Rock Island, IL. It has offices in 61 locations and a total of 689 employees. It oversees $136 million in assets among its 987 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm serves four charitable organizations. Of its 987 accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in investable assets. Mwa Financial Services Inc performs a diverse array 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 charged by financial advisors typically vary depending on the services. Fee types billed by Mwa Financial Services Inc can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

7633 E. 63Rd Place Suite 540
Tulsa, OK 74133

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Mwa Financial Services Inc Brokerage Details

Total Assets Under Management

$135,611,907

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

689

OK Average: 44
Total Number of Accounts

987

OK Average: 2,564
Average Account Size

$137,398

OK 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

Layton Bicanovsky Work History

Layton has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Modern Woodmen Of America

2021 - Present (3 years)

Mwa Financial Services Inc

2017 - 2021 (4 years)

University Of Central Arkansas

2011 - 2017 (6 years)

Rusellville School District

*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 Layton Bicanovsky 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

Jeffrey Boll
Prairie Du Sac, WI
Austin Beneteau
Rancho Mirage, CA
Bennett Sperber
Ontario, CA
Dustin Knoedler
Cincinnati, OH
Jason Page
Charlotte, NC
Martha Litz
Roanoke, VA
Kermit Coble
High Point, NC
Kyle Lepley
Mansfield, OH

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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