Timothy Vinton
Timothy Vinton is a registered investment advisor at Mwa Financial Services, INC., based in Lincoln, NE, with 20 years of industry experience. Timothy 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
Lincoln, NE
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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
Timothy is an agent for multiple insurance companies, selling both investment and life insurance products through Prosperitas Wealth Management, where he is the owner and financial representative. He also owns and manages rental properties.
Employment History
Current Registrations
Mwa Financial Services, INC.
Mwa Financial Services INC.Broker
Previous Registrations
Catholic Financial Services CorporationBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Edward JonesBroker
State Registrations7 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.