Patrice McCann-Koerselman (CRD# 4129943) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Horace, ND and has over 24 years of experience in the finance industry.
CRD# 2591356
Commonwealth Financial Network
CRD# 2563463
Ubs Financial Services Inc.
CRD# 2122017
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ppc Farms Lllp | Horace, ND | Oct 2017 - Current | 6 |
| Mwa Financial Services, Inc. | Rock Island, IL | Jan 2002 - Current | 22 |
| Modern Woodmen Of America | Rock Island, IL | Jan 1996 - Current | 28 |
| Land Rental | Verona, SD | Jan 2005 - Oct 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2000 |
- ND
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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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