Kellie RechCRD Number: 4863283
Current Firm: Mwa Financial Services, Inc.
Kellie Rech (CRD# 4863283) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Rock Island, IL and has over 14 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Ubs Financial Services Inc.
Lpl Financial LLC
|Mwa Financial Services, Inc.||Rock Island, IL||Sep 2004 - Current||17|
|Modern Woodmen Of America||Rock Island, IL||Sep 2004 - Current||17|
|Quad City Times||Davenport, IA||Aug 2010 - Nov 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management101MILLIONS
Total Number of Accounts578ACCOUNTS
Average Account Value$175,297
- 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, LA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, OH, OK, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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