Karen
Connolly

Mwa Financial Services Inc

CRD#1632873
Investment Advisor
in Seattle, WA
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About this Advisor

Karen Connolly is a certified financial planner who works in Seattle, Washington, who has been in the advisory business for 14 years. Connolly works at Mwa Financial Services Inc. Throughout their career, Connolly has worked at Royal Alliance Associates, Inc, Royal Advisory Services, Whjr Associates, Mwa Financial Services Inc and Modern Woodmen Of America. Connolly has a Series 63 license, certifying them as a securities broker, and is approved to advise clients in Washington. Mwa Financial Services Inc is a business that has its headquarters in Seattle, Washington. The company has offices in 42 locations and a total of 764 financial advisors. It administers $17 million in assets between its 89 client accounts, making it one of the smaller financial advisory firms in the United States by assets under management. Mwa Financial Services Inc performs a broad 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. Financial management fee schedules largely depend on which services are provided. However, fee types charged by Mwa Financial Services Inc can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

14 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

Disclosures

Yes

Office Location

Seattle, WA

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Mwa Financial Services Inc Brokerage Details

Total Assets Under Management

$16,782,646

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

764

WA Average: 44
Total Number of Accounts

89

WA Average: 2,564
Average Account Size

$188,569

WA Average: $2,603,165

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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

Karen Connolly Work History

Karen has 14 years of experience.

2015 - Present (4 years)

Mwa Financial Services Inc

2014 - Present (5 years)

Modern Woodmen Of America

2004 - 2013 (9 years)

Royal Alliance Associates, Inc

2004 - 2013 (9 years)

Royal Advisory Services

2004 - 2013 (9 years)

Whjr Associates

Disclosures

Karen Connolly has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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