Robert on
Robert on is a registered investment advisor at Mwa Financial Services, INC., based in Houston, TX, with 16 years of industry experience. Robert 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
13201 Northwest Fwy, Suite 800, Houston, TX, 77040
Get directionsHistory
Regulatory History (3)
Financial
June 2019Financial
May 2019Criminal
September 2001Other Business ActivitiesSells Insurance
Robert is involved in online sales since 2013 and hosts a podcast since 2016. He also works as an outside sales agent for Hotaling Insurance Services offering commercial and P&C insurance, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Mwa Financial Services, INC.
Mwa Financial Services INC.Broker
Previous Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Park Avenue Securities LLCBroker
Principal Securities, INC.
Principal Securities, INC.Broker
Metlife Securities INC.Broker
New England SecuritiesBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 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.