Mwa Financial Services, Inc.

Mwa Financial Services, Inc. (CRD# 112630) is a financial advisory firm headquartered in Rock Island, IL. They manage $14,107,078 in 70 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $201,530
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, FL, GA, IA, IL, IN, KS, MA, ME, MI, MN, NC, NH, OH, TN, TX, VA, WI

Financial Advisors at Mwa Financial Services, Inc.
Showing 1 - 10 of 43 top financial advisors.
1
Arthur R. Chamberlain
CRD#: 1402373
184 Webster Street, Suite 102, Lewiston, ME 04240
96
Wealthminder
score

Arthur Chamberlain (CRD# 1402373) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Lewiston, ME and has over 22 years of experience in the finance industry.

2
Jeffrey E. Eastin
CRD#: 2753342
3330 L & N Drive, Suite H, Huntsville, AL 35801
96
Wealthminder
score

Jeffrey Eastin (CRD# 2753342) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Huntsville, AL and has over 20 years of experience in the finance industry. Jeffrey Eastin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Thomas Green
CRD#: 1799004
Streator, IL
96
Wealthminder
score

Thomas Green (CRD# 1799004) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Streator, IL and has over 25 years of experience in the finance industry. Thomas Green has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Lee Hamilton
CRD#: 2090595
Bainbridge, OH
96
Wealthminder
score

Lee Hamilton (CRD# 2090595) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Bainbridge, OH and has over 12 years of experience in the finance industry.

5
David C. Janson
CRD#: 2310381
9904 Saginaw Street, Suite B, Reese, MI 48757
96
Wealthminder
score

David Janson (CRD# 2310381) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Reese, MI and has over 23 years of experience in the finance industry.

6
Kevin P. Monroe
CRD#: 4062097
200 Waterboro Road, Alfred, ME 04002
96
Wealthminder
score

Kevin Monroe (CRD# 4062097) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Alfred, ME and has over 16 years of experience in the finance industry.

7
David C. Pereira
CRD#: 2093165
109 1/2 South State Street, Concord, NH 03301
96
Wealthminder
score

David Pereira (CRD# 2093165) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Concord, NH and has over 26 years of experience in the finance industry. David Pereira has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Clint J. Pogemiller
CRD#: 2977743
1701 1st Avenue, Rock Island, IL 61201
96
Wealthminder
score

Clint Pogemiller (CRD# 2977743) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Rock Island, IL and has over 18 years of experience in the finance industry. Clint Pogemiller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Robert L. Schmidt
CRD#: 1459032
Minnetonka, MN
96
Wealthminder
score

Robert Schmidt (CRD# 1459032) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Minnetonka, MN and has over 30 years of experience in the finance industry. Robert Schmidt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Charles E. Simms
CRD#: 2553306
1701 1st Avenue, Rock Island, IL 61201
96
Wealthminder
score

Charles Simms (CRD# 2553306) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Rock Island, IL and has over 22 years of experience in the finance industry.

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