David M. Ondrovich

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CRD#: 7589677

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Matthew Ondrovich was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 2022. David had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

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.

Ondro CPA PC is a Certified Public Accounting firm in the state of Indiana. We provide accounting, payroll and tax services to businesses and individuals. Ondro CPA PC and David M Ondrovich are both licensed in the state of Indiana as life insurance producers. Commissions are received for sales of life insurance policies and annuities.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

July 13, 2022 - October 12, 2022

MWM ADVISORY GROUP, LLC

RIA

CRD#: 310866

Valparaiso, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

MWM ADVISORY GROUP, LLC

CRD#: 310866 / SEC#:

Illinois

Registered Investment Advisory firm - (5/26/2021 Approved)

Indiana

Registered Investment Advisory firm - (11/6/2020 Approved)

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Contact information

Main Address

332 W. Us Hwy 30 Suite B, Valparaiso, IN 46385

Mailing Address

Phone number

(219) 510-5069

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	297
AUM (Assets Under Management)	$ 21,000,030

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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