Mwa Financial Services Inc
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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
Years of Experience
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Mwa Financial Services Inc Brokerage Details
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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.
Mwa Financial Services Inc
Modern Woodmen Of America
Royal Alliance Associates, Inc
Royal Advisory Services
Karen Connolly has disclosures.
Please visit their SEC profile for more details.