David Janson (CRD# 2310381) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Reese, MI and has over 31 years of experience in the finance industry.
CRD# 1031068
Cwm, LLC
CRD# 5184145
Raymond James & Associates, Inc.
CRD# 3160022
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Doyle Law Pc | Lansing, MI | Jul 2017 - Current | 6 |
| Mwa Financial Services Inc. | Rock Island, IL | Sep 2007 - Current | 16 |
| Modern Woodmen Of America | Rock Island, IL | Sep 2007 - Current | 16 |
| Rental Property | Reese, MI | Jan 1996 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1993 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2003 |
- MI
-
Total Assets Under Management216MILLIONS
-
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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