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
Steward Lyman (CRD# 2707546) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Rock Island, IL and has over 28 years of experience in the finance industry.
Gregory Mallett (CRD# 4167750) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Tulsa, OK and has over 23 years of experience in the finance industry.
Larry Marlette (CRD# 3176914) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Baraboo, WI and has over 25 years of experience in the finance industry.
Patrice McCann-Koerselman (CRD# 4129943) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Horace, ND and has over 24 years of experience in the finance industry.
Scott McDonald (CRD# 4897547) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Scarborough, ME and has over 19 years of experience in the finance industry.
Zachary McDowell (CRD# 6468878) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Raleigh, NC and has over 8 years of experience in the finance industry.
Kevin Monroe (CRD# 4062097) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Alfred, ME and has over 24 years of experience in the finance industry.
Nathan Neighbour (CRD# 6002878) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Davenport, IA and has over 12 years of experience in the finance industry.
Jonathan Obest (CRD# 6340485) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Laguna Hills, CA and has over 9 years of experience in the finance industry.
Arthur Patterson (CRD# 1958113) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Shreveport, LA and has over 6 years of experience in the finance industry.