Daniel Lawrence
Daniel Lawrence is a ChFC-designated registered investment advisor at Mwa Financial Services, INC., based in Milwaukee, WI, with 37 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Retirement Planning, Special Needs Planning. Their firm serves 2,298 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MWA Financial Services offers adviser managed and third-party managed accounts. Fees for these accounts range from 0.25% to 1.50% of the value of your portfolio each year, charged quarterly. More information can be found in the MWAFS Managed Account Brochure.
Location
2371 S 107th Street, Milwaukee, WI, 53227
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Regulatory History
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 →Other Business Activities
Daniel owns rental properties, including 16 residential units since 1987, spending minimal time on them. He also owns rental property in Milwaukee since 2009, dedicating a few hours per week to collecting rent, showing vacancies, and ordering work.
Employment History
Current Registrations
Mwa Financial Services, INC.
Mwa Financial Services INC.Broker
Previous Registrations
Locust Street Securities, INC.Broker
American General Securities IncorporatedBroker
Uslife Equity Sales CORP.Broker
Decade Securities CORP.Broker
Lake Geneva Investments, LTD.Broker
Pavek Investments INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.