Brandon
Millard

Mwa Financial Services Inc

CRD#7262350
Investment Advisor
in Loudon, TN

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About this Advisor

Brandon Millard is a financial advisor working out of Loudon, Tennessee with 1 year of industry experience. Millard works at Mwa Financial Services Inc. The advisor has gained experience at Smoky Mountain Window Tinting, Dick'S Sporting Goods, Smoky Mountain Window Tinting - Knoxville, Modern Woodmen Of America, Mwa Financial Services Inc, Loudon High School and University Of Tennessee. Millard has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Tennessee. Mwa Financial Services Inc is a firm that has its headquarters in Rock Island, IL. It has offices in 61 locations and a total of 689 advisors. It manages $136 million in total assets among its 987 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm provides financial advisory services to four charities and foundations. Of its 987 accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in assets. Mwa Financial Services Inc performs a number 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 vary depending on the financial services. However, fee types charged by Mwa Financial Services Inc likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

405 Mulberry Street Suite A
Loudon, TN 37774

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Mwa Financial Services Inc Brokerage Details

Total Assets Under Management

$135,611,907

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

689

TN Average: 44
Total Number of Accounts

987

TN Average: 2,564
Average Account Size

$137,398

TN 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

Brandon Millard Work History

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

2020 - Present (4 years)

Modern Woodmen Of America

2020 - Present (4 years)

Mwa Financial Services Inc

2017 - 2020 (3 years)

Smoky Mountain Window Tinting - Knoxville

2016 - 2016 (< 1 year)

Dick'S Sporting Goods

2016 - 2020 (4 years)

University Of Tennessee

2014 - 2016 (2 years)

Smoky Mountain Window Tinting

2012 - 2016 (4 years)

Loudon High 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 Brandon Millard 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

Austin Beneteau
Rancho Mirage, CA
Dustin Knoedler
Cincinnati, OH
Jeffrey Boll
Prairie Du Sac, WI
Bennett Sperber
Ontario, CA
Kermit Coble
High Point, NC
Dannielle Roberts
Sulligent, AL
Martha Litz
Roanoke, VA
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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