Mwm Advisory

Mwm Advisory (CRD# 166411) is a financial advisory firm headquartered in Louisville, KY. They manage $203,448,783 in 566 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    203
    MILLION
  • Total Number of Accounts
    566
    ACCOUNTS
  • Average Account Value
    $359,450
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, FL, IN, KY, MI, OH, TX

Financial Advisors at Mwm Advisory
Showing 1 - 4 of 4 top financial advisors.
1
Frank P. Hill
CRD#: 2208115
2600 Meidinger Tower, 462 South Fourth Street, Louisville, KY 40202
96
Wealthminder
score

Frank Hill (CRD# 2208115) is an Investment Advisor Representative working at Mwm Advisory in Louisville, KY and has over 24 years of experience in the finance industry. Frank Hill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Marcia J. Cammack
CRD#: 4039202
2600 Meidinger Tower, 462 South Fourth Street, Louisville, KY 40202
93
Wealthminder
score

Marcia Cammack (CRD# 4039202) is an Investment Advisor Representative working at Mwm Advisory in Louisville, KY and has over 17 years of experience in the finance industry.

3
Nathan D. McNulty
CRD#: 5268444
2600 Meidinger Tower, 462 South Fourth Street, Louisville, KY 40202
93
Wealthminder
score

Nathan McNulty (CRD# 5268444) is an Investment Advisor Representative working at Mwm Advisory in Louisville, KY and has over 9 years of experience in the finance industry.

4
Sharon L. Nasief
CRD#: 2089264
2600 Meidinger Tower, 462 South Fourth Street, Louisville, KY 40202
93
Wealthminder
score

Sharon Nasief (CRD# 2089264) is an Investment Advisor Representative working at Mwm Advisory in Louisville, KY and has over 25 years of experience in the finance industry.

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