Zachary Harwell (CRD# 7817130) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Tulsa, OK and has 1 year of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Modern Woodmen Of America | Rock Island, IL | Oct 2023 - Current | < 1 |
| Mwa Financial Services Inc. | Rock Island, IL | Oct 2023 - Current | < 1 |
| Chinowth And Cohen Realtors | Bixby, OK | Feb 2021 - Current | 3 |
| Metro Pool Tulsa | Tulsa, OK | Mar 2020 - Nov 2022 | 2 |
| Lincoln Christian School | Tulsa, OK | Aug 2015 - Mar 2020 | 4 |
| Quiktrip | Tulsa, OK | Aug 2017 - May 2019 | 1 |
| Union Public Schools | Tulsa, OK | Oct 2013 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- OK
-
Total Assets Under Management216MILLIONS
-
Total Number of Accounts1,432ACCOUNTS
-
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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