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Layton Bicanovsky

4 Years of Experience
Tulsa, OK
1 DisclosureBroker

Layton Bicanovsky is a registered investment advisor at Mwa Financial Services, INC., based in Tulsa, OK, with 4 years of industry experience. Layton 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.

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Location

7633 E. 63rd Place, Suite 540, Tulsa, OK, 74133

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History

Regulatory History (1)
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Criminal
March 2017
Final Disposition
Employment History
Current Registrations
Mwa Financial Services, INC.
March 2022 - Present · 4 yrs 2 mos
Mwa Financial Services INC.Broker
November 2021 - Present · 4 yrs 6 mos
State Registrations9 states
ARAZCOIAKSMONVOKTX
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.