Mwa Financial Services, Inc.

Mwa Financial Services, Inc. (CRD# 112630) is a financial advisory firm headquartered in Rock Island, IL. They manage $11,446,620 in 56 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $204,404
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, ME, MI, MN, NC, ND, NH, OH, TX, VA, WA, WI

Financial Advisors at Mwa Financial Services, Inc.
Showing 1 - 10 of 55 top financial advisors.
1
Pamela J. Kohman Schneider
CRD#: 1428380
645 East Crawford, E-6, Salina, KS 67401
103
Wealthminder
score

Pam Schneider is a Certified Financial Planner and Fraternal Insurance Counselor. With more than 30 years of experience, Pam has the knowledge and skills to help you reach your financial goals.

Pam is joined in her practice by her daughter, Emily Page, and her administrative staff, Sheryl and Linda. Together, they provide personal financial planning for any stage of life. 

Schneider Financial Services life insurance and annuity products are offered through Modern Woodmen of America. Securities & Advisory services offered through MWA Financial Services, Inc., a wholly owned subsidiary of Modern Woodmen of America, 17011st Ave. Rock Island, IL 61201 309-558-3100 Member: FINRA, SIPC.

 

Pamela Kohman Schneider (CRD# 1428380) is an Investment Advisor Representative. 

2
Jason W. Ceyanes
CRD#: 5994336
22503 Katy Freeway, Suite #23, Katy, TX 77450
96
Wealthminder
score

Jason Ceyanes (CRD# 5994336) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Katy, TX and has over 6 years of experience in the finance industry. Jason Ceyanes 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
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 23 years of experience in the finance industry.

4
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 21 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.

5
Michael R. Farris
CRD#: 4540272
24900 Pitkin, Suite 325, Spring, TX 77386
96
Wealthminder
score

Michael Farris (CRD# 4540272) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Spring, TX and has over 15 years of experience in the finance industry.

6
Bradley S. Franks
CRD#: 5485444
1701 1st Avenue, Rock Island, IL 61201
96
Wealthminder
score

Bradley Franks (CRD# 5485444) 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
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 26 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.

8
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 13 years of experience in the finance industry.

9
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 25 years of experience in the finance industry.

10
Daniel L. Lawrence
CRD#: 1632898
2371 S 107th Street, Milwaukee, WI 53227
96
Wealthminder
score

Daniel Lawrence (CRD# 1632898) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Milwaukee, WI and has over 31 years of experience in the finance industry.

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