AS
ChFC
AS
ChFC

Alexander Shcharansky

4 Years of Experience
1 DisclosureBroker

Alexander Shcharansky is a ChFC-designated registered investment advisor at Mwa Financial Services, INC., based in West Des Moines, IA, with 4 years of industry experience. Alexander 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
179 advisors
Number of Clients
2,298 clients
Average Client Portfolio
$164K average
Assets Under Management
$376.9M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

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.

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Location

5700 University Avenue, Suite 220, West Des Moines, IA, 50266

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
September 2016
Final
Other Business Activities

Alexander owns Continuous Control Systems, offering engineering and turbo machinery control application services since 2007. This activity is not investment-related.

Employment History
Current Registrations
Mwa Financial Services, INC.
March 2025 - Present · 1 yr 1 mo
Mwa Financial Services INC.Broker
February 2025 - Present · 1 yr 2 mos
Previous Registrations
Eagle Strategies LLC
January 2024 - December 2024 · 11 mos
Nylife Securities LLCBroker
February 2022 - December 2024 · 2 yrs 10 mos
Vtr Capital, INC.Broker
July 1996 - July 1996 · 0 mos
Euro-Atlantic Securities INC.Broker
July 1996 - August 1996 · 1 mo
Americorp Securities, INC.Broker
April 1996 - May 1996 · 1 mo
State Registrations4 states
AZCAIATX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.