Douglas Grenier
Douglas Grenier is a registered investment advisor at Mwa Financial Services, INC., based in Bettendorf, IA, with 27 years of industry experience. Douglas 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
1727 State Street, Bettendorf, IA, 52722
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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 ActivitiesSells Insurance
Douglas is the President of Grenier Financial Services, LLC, an insurance and financial services company, dedicating about a quarter of his time. He also owns K&G Farms LLC, renting farmland, and is a property manager for State Street Redevelopment LLC, spending minimal time on each.
Employment History
Current Registrations
Mwa Financial Services, INC.
Mwa Financial Services INC.Broker
Previous Registrations
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Berthel, Fisher & Company Financial Services, INC.Broker
State Registrations29 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.