Patrice McCann-Koerselman, financial advisor Horace ND

Patrice McCann-Koerselman

CRD Number: 4129943
Current Firm: Mwa Financial Services, Inc.

Patrice McCann-Koerselman (CRD# 4129943) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Horace, ND and has over 21 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ppc Farms Lllp Horace, ND Oct 2017 - Current 4
Mwa Financial Services, Inc. Rock Island, IL Jan 2002 - Current 19
Modern Woodmen Of America Rock Island, IL Jan 1996 - Current 25
Land Rental Verona, SD Jan 2005 - Oct 2017 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2000
Contact Info for Patrice M. McCann-Koerselman
Phone Number: 309-558-3100
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    65
    MILLIONS
  • Total Number of Accounts
    376
    ACCOUNTS
  • Average Account Value
    $174,120
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, LA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

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