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Dawn M Jensen

MWA FINANCIAL SERVICES, INC.·ROCK ISLAND, Illinois
Unclaimed Profile
1701 1ST AVENUE, ROCK ISLAND, IL 61201CRD# 4936560Firm CRD# 112630
01

About

Dawn M Jensen is a registered financial advisor based in ROCK ISLAND, Illinois, affiliated with MWA FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MWA FINANCIAL SERVICES, INC.
MWA FINANCIAL SERVICES, INC.
AUM
$216M
Regulatory assets under management
Employees
685
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4936560
Firm CRD# 112630
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dawn M Jensen offer?
Dawn M Jensen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCK ISLAND, Illinois for a consultation.
What are Dawn M Jensen's credentials?
Dawn M Jensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dawn M Jensen located?
Dawn M Jensen is based in ROCK ISLAND, Illinois, working with MWA FINANCIAL SERVICES, INC.. Their office serves clients in the ROCK ISLAND metropolitan area and surrounding communities.
How does Dawn M Jensen charge for services?
Dawn M Jensen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MWA FINANCIAL SERVICES, INC.?
MWA FINANCIAL SERVICES, INC. has approximately 685 employees and manages $216M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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