Mwa Financial Services, Inc.

Mwa Financial Services, Inc. (CRD# 112630) is a financial advisory firm headquartered in Rock Island, IL. They manage $65,469,160 in 376 accounts and serve the financial needs of clients across 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    376
    ACCOUNTS
  • Average Account Value
    $174,120
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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.

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, WA, WI, WV, WY

Financial Advisors at Mwa Financial Services, Inc.
Showing 1 - 10 of 86 top financial advisors.
1
Scott E. Bennett
CRD#: 2466952
4875 Riverside Drive, Suite 106, Macon, GA 31210

Scott Bennett (CRD# 2466952) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Macon, GA and has over 27 years of experience in the finance industry.

2
Jeffrey K. Boll
CRD#: 6175714
1420 North Ridge Road, Prairie Du Sac, WI 53578

Jeffrey Boll (CRD# 6175714) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Prairie Du Sac, WI and has over 8 years of experience in the finance industry.

3
Amber M. Bowman
CRD#: 5576465
1701 1st Avenue, Rock Island, IL 61201

Amber Bowman (CRD# 5576465) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Rock Island, IL and has over 9 years of experience in the finance industry.

4
Barry S. Catlett
CRD#: 5904620
1414 Battlefield Pkwy, Fort Oglethorpe, GA 30742

Barry Catlett (CRD# 5904620) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Fort Oglethorpe, GA and has over 10 years of experience in the finance industry.

5
Arthur R. Chamberlain
CRD#: 1402373
184 Webster Street, Suite 102, Lewiston, ME 04240

Arthur Chamberlain (CRD# 1402373) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Lewiston, ME and has over 27 years of experience in the finance industry.

6
Andrew D. Dewey
CRD#: 5488822
1701 1st Avenue, Rock Island, IL 61201

Andrew Dewey (CRD# 5488822) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Rock Island, IL and has over 10 years of experience in the finance industry.

7
Jeffrey E. Eastin
CRD#: 2753342
3330 L & N Drive, Suite H, Huntsville, AL 35801

Jeffrey Eastin (CRD# 2753342) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Huntsville, AL and has over 25 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.

8
Brent Espinoza
CRD#: 3267942
300 Plaza Drive, Suite 265, Highlands Ranch, CO 80129

Brent Espinoza (CRD# 3267942) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Highlands Ranch, CO and has over 17 years of experience in the finance industry.

9
Barrett W. Essman
CRD#: 4873814
1701 1st Avenue, Rock Island, IL 61201

Barrett Essman (CRD# 4873814) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Rock Island, IL and has over 15 years of experience in the finance industry.

10
Heather A. Failla
CRD#: 2315417
135 Prominence Court, Suite 140, Dawsonville, GA 30534

Heather Failla (CRD# 2315417) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Dawsonville, GA and has over 4 years of experience in the finance industry.

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