Mcl Advisors

Mcl Advisors (CRD# 156647) is a financial advisory firm headquartered in Des Moines, IA. They manage $9,418,000 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $409,478
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Mcl Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Robert T. Swanson
CRD#: 5900321
Johnston, IA
93
Wealthminder
score

Robert Swanson (CRD# 5900321) is an Investment Advisor Representative working at Mcl Advisors in Johnston, IA and has over 5 years of experience in the finance industry.

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