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Amanda Suzanne Denney

14 Years of Experience
Broker
Areas of Practice
Investment Management
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

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Location

79 N. Sandusky Street, Delaware, OH, 43015

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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.

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Other Business Activities

Amanda is involved in direct sales of essential oils through Young Living Essentials Oils since 2016, dedicating minimal time. She is also an employee at Banks & Associates CPAS, LLC, spending minimal time assisting with the securities business.

Employment History
Current Registrations
Mwa Financial Services, INC.
February 2020 - Present · 6 yrs
Mwa Financial Services INC.Broker
January 2011 - Present · 15 yrs 1 mo
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.