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Daniel Nungesser II

Advisor at MWA Financial Services Inc.

Updated today

Location

Newnan, GA 30265

Credentials

ChFC®, Series 63

Industry experience

10 years

About

Daniel Nungesser II is a financial advisor with MWA Financial Services Inc. in Newnan, GA, holding the ChFC® designation and Series 63 license. He has 10 years of industry experience, including roles at MWA Financial Services since 2015 and Modern Woodmen of America since 2014. MWA Financial Services, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, corporations, charitable organizations, and retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance via its affiliation with Modern Woodmen of America.

Client services

Based on MWA Financial Services Inc.

Financial planning Portfolio management Selection of other advisers

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Fee options

Fixed

$25-$10,000 for financial planning services

Percentage

$0+: 0.25-1.50% $0+: 0.05-1.50% (Advisory 401(k) plan assets)

Commissions

Commission-based fees from sales of securities, annuities, mutual funds, and other products; varies by product and transaction

Project-based

$25-$500 per hour for financial planning services

Other

Account minimum: $50,000 Fee-only: Financial Planning Services charged as hourly rates between $25 and $500 per hour and/or flat fees between $25 and $10,000

Location

2511 Hwy 34 E, Suite C

Newnan, GA 30265

Most active in

Florida · Georgia

Work history

MWA Financial Services Inc

2015 - Present (11 years)

Modern Woodmen Of America

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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