Mwa Financial Services, Inc.
Mwa Financial Services, Inc. (CRD# 112630) is a financial advisory firm headquartered in Rock Island, IL. They manage $216,092,715 in 1,432 accounts and serve the financial needs of clients across 45 states (or territories).
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Total Assets Under Management216MILLION
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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
Saul Lopez (CRD# 7330144) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Laguna Hills, CA and has over 3 years of experience in the finance industry.
Jonathan Marsh (CRD# 5539711) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Corinth, MS and has over 14 years of experience in the finance industry.
Marsha McKinnie (CRD# 5972702) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Conway, AR and has over 12 years of experience in the finance industry.
Andrew McNeal (CRD# 7073157) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Liberty, NC and has over 5 years of experience in the finance industry.
Kory Meade (CRD# 7220376) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Edwardsburg, MI and has over 3 years of experience in the finance industry.
John Medina (CRD# 7363135) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Newnan, GA and has over 2 years of experience in the finance industry.
Brandon Millard (CRD# 7262350) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Murfreesboro, TN and has over 3 years of experience in the finance industry.
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.
Victor Nwaba (CRD# 7260100) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Encino, CA and has over 3 years of experience in the finance industry.
Jason Page (CRD# 6529136) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Charlotte, NC and has over 8 years of experience in the finance industry.