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
Daniel Deiter (CRD# 4744637) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Maumee, OH and has over 15 years of experience in the finance industry.
Amanda Denney (CRD# 5862493) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Delaware, OH and has 1 year of experience in the finance industry.
Travis Dezordo (CRD# 7167183) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in North Canton, OH and has over 2 years of experience in the finance industry.
Daniel Dickenson (CRD# 7375409) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Denton, TX and has over 2 years of experience in the finance industry.
Terry Downs (CRD# 4990798) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Twin Falls, ID and has over 18 years of experience in the finance industry.
Aaron Farver (CRD# 7522553) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Lincoln, NE and has 1 year of experience in the finance industry.
Laura Fellows (CRD# 6989698) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Charlotte, NC and has over 5 years of experience in the finance industry.
Chad Foster (CRD# 5683678) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Laguna Hills, CA and has over 14 years of experience in the finance industry.
Daniel Frey (CRD# 5341621) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Allenton, WI and has over 15 years of experience in the finance industry.
Garth Gherardini (CRD# 5942703) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Cartersville, GA and has over 12 years of experience in the finance industry.