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).
-
Total Assets Under Management216MILLION
-
Total Number of Accounts1,432ACCOUNTS
-
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
David Pereira (CRD# 2093165) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Gilford, NH and has over 33 years of experience in the finance industry.
Clint Pogemiller (CRD# 2977743) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Rock Island, IL and has over 25 years of experience in the finance industry.
Kellie Rech (CRD# 4863283) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Rock Island, IL and has over 15 years of experience in the finance industry.
Taren Sartler (CRD# 5709024) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Brookfield, WI and has over 14 years of experience in the finance industry.
William Schenck (CRD# 4532722) 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.
Michael Sehlmeyer (CRD# 6257222) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Spearfish, SD and has over 10 years of experience in the finance industry.
Charles Simms (CRD# 2553306) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Rock Island, IL and has over 29 years of experience in the finance industry.
Timothy Smith (CRD# 6290417) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Denton, TX and has over 10 years of experience in the finance industry.
Bennett Sperber (CRD# 6709721) 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.
Susan Sturm-Bailey (CRD# 4974922) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Rock Island, IL and has over 17 years of experience in the finance industry.