TrueAdvisor
TrueAdvisor
BP
ChFC
BP
ChFC

Blake Panosh

Mwa Financial Services, INC.
22 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Mwa Financial Services, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
145 advisors
Number of Clients
2,298 clients
Average Client Portfolio
$164K average
Assets Under Management
$376.9M

Fee Structure

Location

12557 W. Burleigh Road, Suite 7, Brookfield, WI, 53005

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Mwa Financial Services, INC.
September 2024 - Present · 1 yr 5 mos
Mwa Financial Services INC.Broker
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
November 2006 - January 2024 · 17 yrs 2 mos
Ing Financial Partners, INC.Broker
January 2005 - December 2006 · 1 yr 11 mos
Underwriters Equity CorporationBroker
November 2001 - June 2004 · 2 yrs 7 mos
State Registrations1 state
WI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.