Zane Parrott (CRD# 7802518) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Mansfield, OH and has 1 year of experience in the finance industry.
CRD# 2181026
Commonwealth Financial Network
CRD# 6706307
Km&m Pinnacle, Ltd.
CRD# 6690245
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mwa Financial Services, Inc. | Rock Island, IL | Aug 2023 - Current | < 1 |
| Modern Woodmen Of America | Rock Island, IL | Jan 2023 - Current | 1 |
| Lowes Home Improvement | Ontario, OH | Jan 2019 - Dec 2022 | 3 |
| Old Carolina Bbq Company | Ontario, OH | Mar 2017 - Aug 2019 | 2 |
| Cold Creek Club Lambs | Lexington, OH | Jan 2012 - Jun 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2023 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- OH
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Total Assets Under Management216MILLIONS
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Total Number of Accounts1,432ACCOUNTS
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Average Account Value$150,903
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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