Nicholas Mowry (CRD# 7280367) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Waterford, WI and has over 3 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lauer Financial Services | Waterford, WI | Feb 2022 - Current | 2 |
| Mwa Financial Services Inc. | Rock Island, IL | Aug 2020 - Current | 3 |
| Modern Woodmen Of America | Rock Island, IL | Apr 2020 - Current | 4 |
| Nicholas Mowry Music | Kenosha, WI | May 2017 - Current | 6 |
| Lansing Symphony Orchestra | Lansing, MI | Oct 2015 - May 2017 | 1 |
| Michigan State University | East Lansing, MI | Aug 2011 - May 2017 | 5 |
| Freelance Musician | East Lansing, MI | Aug 2011 - May 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
- IL
- WI
-
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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