Ann Davis
Professional Summary
Ann Davis, who also goes by Ann Godsil, Ann Grutza, is a registered financial advisor currently at 626 FINANCIAL, LLC located in Portage, Michigan. Ann is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Ann has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ann Godsil, Ann Grutza
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Videos & Posts
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MWA FINANCIAL SERVICES INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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MWA FINANCIAL SERVICES INC.
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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MWA FINANCIAL SERVICES INC.
Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
626 FINANCIAL | 626 FINANCIAL, LLC
Contact Information
Main Address
7950 Moorsbridge Road Suite 104, Portage, MI 49024Phone Number
(269) 321-5040# of Employees
5SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,270AUM (Assets Under Management)
$379,600,318Similar Advisors
MWA FINANCIAL SERVICES INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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MWA FINANCIAL SERVICES INC.
Primary Firm SEC Registration
626 FINANCIAL | 626 FINANCIAL, LLC
State Registrations and Notice Filings
(3/31/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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MWA FINANCIAL SERVICES INC.
CRS (Client Relationship Summary) - RIA
Click below to view Ann Davis's CRS (Customer Relationship Summary).
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MWA FINANCIAL SERVICES INC.
