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
Joseph Griffith (CRD# 3073993) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Liberty, NC and has over 25 years of experience in the finance industry.
Theodore Heidrich (CRD# 1349912) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Falmouth, ME and has over 37 years of experience in the finance industry.
Michael Hetrick (CRD# 4572843) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Rock Island, IL and has over 21 years of experience in the finance industry.
Lucas Hill (CRD# 6386550) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Greenwood, IN and has over 9 years of experience in the finance industry.
Sarah Hyde (CRD# 4907602) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Rock Island, IL and has over 19 years of experience in the finance industry.
David Janson (CRD# 2310381) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Reese, MI and has over 31 years of experience in the finance industry.
Dawn Jensen (CRD# 4936560) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Rock Island, IL and has over 18 years of experience in the finance industry.
Brian Lauer (CRD# 1517281) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Waterford, WI and has over 37 years of experience in the finance industry.
Daniel Lawrence (CRD# 1632898) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Milwaukee, WI and has over 37 years of experience in the finance industry.
Daniel Lloyd (CRD# 4995517) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Milwaukee, WI and has over 18 years of experience in the finance industry.