Daniel Frey
Daniel Frey is a registered investment advisor at Mwa Financial Services, INC., based in Milwaukee, WI, with 17 years of industry experience. Daniel 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
2371 S 107th Street, Milwaukee, WI, 53227
Get directionsHistory
Regulatory History (2)
Regulatory
February 2007Criminal
October 1997Other Business Activities
Daniel is the owner of Frey Estates LLC, established in 2011, which is purchasing a Subway restaurant. His wife will manage the business, and Daniel spends minimal time on it.
Employment History
Current Registrations
Mwa Financial Services, INC.
Mwa Financial Services INC.Broker
State Registrations8 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.