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
Daryn Trogdon (CRD# 7780250) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Asheboro, NC and has 1 year of experience in the finance industry.
Austin Vanhove (CRD# 6958436) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Sioux Falls, SD and has over 2 years of experience in the finance industry.
Shane Vetch (CRD# 4719786) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Freeman, SD and has over 11 years of experience in the finance industry.
Vincent Vickers (CRD# 7597638) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Ontario, CA and has 1 year of experience in the finance industry.
Barton Warren (CRD# 4639686) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Sugar Grove, IL and has over 21 years of experience in the finance industry.
Kevin Watts (CRD# 4063681) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Miller, SD and has over 24 years of experience in the finance industry.
Kyle Weber (CRD# 6788142) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Appleton, WI and has over 6 years of experience in the finance industry.
Carson Wooster (CRD# 4762645) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Edmond, OK and has over 20 years of experience in the finance industry.
Herman Yang (CRD# 6816004) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Castro Valley, CA and has over 5 years of experience in the finance industry.
Jefferey Zhu (CRD# 6633679) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Ontario, CA and has over 7 years of experience in the finance industry.