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
Zane Parrott (CRD# 7802518) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Mansfield, OH and has 1 year of experience in the finance industry.
Mark Phillips (CRD# 5793273) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Wales, WI and has over 13 years of experience in the finance industry.
Charles Pratt (CRD# 6829591) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Knoxville, TN and has over 6 years of experience in the finance industry.
Dannielle Roberts (CRD# 6170514) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Sulligent, AL and has over 10 years of experience in the finance industry.
Hector Romo (CRD# 6575365) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Laguna Hills, CA and has over 7 years of experience in the finance industry.
Samuel Saied (CRD# 5715989) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Amarillo, TX and has over 13 years of experience in the finance industry.
Robert Scovil (CRD# 5229926) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Pocatello, ID and has over 17 years of experience in the finance industry.
Lori Seckel (CRD# 4575150) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Marion, OH and has over 3 years of experience in the finance industry.
Brian Souder (CRD# 6074118) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Mansfield, OH and has over 3 years of experience in the finance industry.
Lauren Stalnaker (CRD# 6431714) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Mansfield, OH and has over 9 years of experience in the finance industry.