Blaine Wiltshire, financial advisor Highlands Ranch CO
90 score

Blaine Wiltshire

CRD Number: 6055882
Current Firm: Mwa Financial Services, Inc.

Blaine Wiltshire (CRD# 6055882) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Highlands Ranch, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Mwa Financial Services Inc. Rock Island, IL Aug 2015 - Current 1
Modern Woodmen Of America Rock Island, IL Aug 2015 - Current 1
Unemployed Littleton, CO Jan 2015 - Aug 2015 < 1
Centaurus Financial Inc. Anaheim, CA Apr 2012 - Jan 2015 2
Lockheed Martin Denver, CO May 1979 - Apr 2012 32
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Blaine J. Wiltshire
Phone Number: 309-558-3100
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    14
    MILLIONS
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $201,530
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IA, IL, IN, KS, MA, ME, MI, MN, NC, NH, OH, TN, TX, VA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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