Staci Irwin (CRD# 6834712) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Nolensville, TN and has over 6 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mwa Financial Services Inc. | Rock Island, IL | Aug 2017 - Current | 6 |
| Modern Woodmen Of America | Rock Island, IL | Dec 2016 - Current | 7 |
| Self Employed | Nolensville, TN | Jul 2015 - Current | 8 |
| Self Employed - Advocare Independent Distributor | Nolensville, TN | Apr 2011 - Current | 13 |
| Unemployed | Nolensville, TN | May 1998 - Dec 2016 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2017 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- TN
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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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