Mwa Financial Services, Inc.

Mwa Financial Services, Inc. (CRD# 112630) is a financial advisory firm headquartered in Rock Island, IL. They manage $135,611,907 in 987 accounts and serve the financial needs of clients across 44 states (or territories).

By the Numbers
  • Total Assets Under Management
    136
    MILLION
  • Total Number of Accounts
    987
    ACCOUNTS
  • Average Account Value
    $137,398
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, 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

Financial Advisors at Mwa Financial Services, Inc.
Showing 41 - 50 of 118 top financial advisors.
41
Timothy J. Vinton
CRD#: 4869550
Lincoln, NE

Timothy Vinton (CRD# 4869550) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Lincoln, NE and has over 19 years of experience in the finance industry.

42
Steven C. Wellington
CRD#: 2898126
Sugar Grove, IL

Steven Wellington (CRD# 2898126) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Sugar Grove, IL and has over 25 years of experience in the finance industry.

43
Jeffrey S. Williams
CRD#: 2821934
3010 Lbj Fwy., Suite 1200, Dallas, TX 75234

Jeffrey Williams (CRD# 2821934) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Dallas, TX and has over 16 years of experience in the finance industry.

44
Joshua R. Adkins
CRD#: 4899111
111village Drive, Suite 3, Greeneville, TN 37745

Joshua Adkins (CRD# 4899111) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Greeneville, TN and has over 10 years of experience in the finance industry.

45
James Alewine
CRD#: 7580889
23441 S. Pointe Drive, Suite 110, Laguna Hills, CA 92653

James Alewine (CRD# 7580889) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Laguna Hills, CA and has 1 year of experience in the finance industry.

46
John R. Andrews
CRD#: 6868840
400 N. Saint Joseph Street, Morrilton, AR 72110

John Andrews (CRD# 6868840) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Morrilton, AR and has over 6 years of experience in the finance industry.

47
Jacob E. Baxter
CRD#: 7170221
12557 W. Burleigh Road, Suite 7, Brookfield, WI 53005

Jacob Baxter (CRD# 7170221) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Brookfield, WI and has over 4 years of experience in the finance industry.

48
Austin T. Beneteau
CRD#: 6806187
71905 Highway 111, Suite E, Rancho Mirage, CA 92270

Austin Beneteau (CRD# 6806187) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Rancho Mirage, CA and has over 6 years of experience in the finance industry.

49
Layton D. Bicanovsky
CRD#: 7414038
7633 E. 63rd Place, Suite 540, Tulsa, OK 74133

Layton Bicanovsky (CRD# 7414038) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Tulsa, OK and has over 2 years of experience in the finance industry.

50
Brent N. Bice
CRD#: 6894384
Summerville, SC

Brent Bice (CRD# 6894384) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Summerville, SC and has over 6 years of experience in the finance industry.

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