Terry Grissom (CRD# 7685418) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Vienna, IL and has 1 year of experience in the finance industry.
CRD# 6435912
Edward Jones
CRD# 5589427
Alliance Wealth Advisors
CRD# 1522217
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mwa Financial Services Inc. | Rock Island, IL | Jan 2023 - Current | 1 |
| Modern Woodmen Of America | Rock Island, IL | May 2022 - Current | 2 |
| Retired (unemployed) | Vienna, IL | Jan 2022 - May 2022 | < 1 |
| Illinois Dept. Of Corrections - Vienna Correctional Center | Vienna, IL | Jan 2020 - Jan 2022 | 2 |
| Illinois Dept. Of Corrections - Shawnee Correctional Center | Vienna, IL | Apr 2018 - Dec 2019 | 1 |
| Illinois Dept. Of Corrections - Shawnee Correctional Center | Vienna, IL | Dec 2014 - Mar 2018 | 3 |
| Illinois Dept. Of Corrections - Shawnee Correctional Center | Vienna, IL | Nov 2010 - Nov 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- IL
- MN
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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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