About
Overview
BBB Accredited Since: 5/16/2022
Years in Business: 25
BBB Accreditation & Rating
About This Business
Research & Portfolio Management in Crescent Springs KY, an independent registered investment advisory firm offering wealth management, retirement, estate planning services.
Business Details
- Local BBB:
- BBB Cincinnati
- BBB File Opened:
- 8/19/2002
- Business Started:
- 12/16/1999
- Business Incorporated:
- 12/16/1999
- Type of Entity:
- Corporation
- Alternate Names:
- MCW Financial Services, Inc
- Business Management:
- Mr. Michael C. Weber, Owner
Additional Contact Information
- Principal Contacts
- Mr. Michael C. Weber, Owner
- Customer Contacts
- Mr. Michael C. Weber, Owner
- Fax numbers
- Primary Fax: (859) 578-2206
- Additional Email Addresses
- Primary: Email this Business
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of 1255635 for this business, issued by FINRA
FINRA
1735 K Street, NW
Washington DC 20006
BBB records show a license number of 5733392 for this business, issued by FINRA
FINRA
1735 K Street, NW
Washington DC 20006
Additional Information
- Other Resources
- BBB has partnered with the FINRA Investor Education Foundation to give you tools and information to help you better protect and manage your money. Visit https://www.bbb.org/council/smart-investing for more information.
- Kentucky Dept of Financial Institutions
500 Mero street
Frankfort KY 40601
Phone Number: 502-573-3390
http://www.kfi.ky.gov/ - Kentucky Division of Securities
1025 Capital Center Drive
Frankfort KY 40601
Phone Number: 502-573-3390
Fax Number: 502-573-2182
http://www.kfi.ky.gov/securities/
[email protected] - Ohio Division of Securities
77 S High Street, 22nd Floor
Columbus OH 43266
Phone Number: 614-644-7381
Fax Number: 614-466-3316
http://www.com.ohio.gov/secu/ - Business Categories
- Financial Services, Investment Advisory Services, Financial Consultants, Investment Security
Industry Tip
More Resources
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