SV
ChFC
SV
ChFC

Shane Vetch

16 Years of Experience
Freeman, SD
Broker

Shane Vetch is a ChFC-designated registered investment advisor at Mwa Financial Services, INC., based in Freeman, SD, with 16 years of industry experience. Shane 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.

Loading...

Location

1008 E. Industrial Street, Freeman, SD, 57029

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Mwa Financial Services, INC.
July 2022 - Present · 3 yrs 10 mos
Mwa Financial Services INC.Broker
April 2012 - Present · 14 yrs 1 mo
Previous Registrations
State Farm Vp Management CORP.Broker
January 2007 - April 2008 · 1 yr 3 mos
State Farm Vp Management CORP.Broker
July 2005 - July 2006 · 1 yr
State Farm Vp Management CORP.Broker
January 2004 - February 2004 · 1 mo
State Registrations10 states
IAINKSMNMONCNESDTXWI
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.