Kory Meade (CRD# 7220376) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Edwardsburg, MI and has over 3 years of experience in the finance industry.
CRD# 4621831
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4140596
Raymond James & Associates, Inc.
CRD# 5275
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mwa Financial Services Inc. | Rock Island, IL | Jan 2020 - Current | 4 |
| Modern Woodmen Of America | Rock Island, IL | Jul 2019 - Current | 4 |
| Grand Valley State University | Allendale, MI | Aug 2016 - May 2020 | 3 |
| Hoosier Crane Service Company | Elkhart, IN | Jun 2016 - May 2019 | 2 |
| Panda Express | Allendale, MI | Aug 2016 - Oct 2017 | 1 |
| Swiss Valley Ski Area | Jones, MI | Nov 2014 - Jan 2017 | 2 |
| Concord Community Schools | Dunlap, IN | Jan 2010 - Jun 2016 | 6 |
| Mc Sporting Goods | Goshen, IN | Nov 2015 - May 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2020 |
- MI
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Total Assets Under Management216MILLIONS
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Total Number of Accounts1,432ACCOUNTS
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Average Account Value$150,903
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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