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
Jarrett Glosson (CRD# 5208626) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Fort Myers, FL and has over 17 years of experience in the finance industry.
Terry Grissom (CRD# 7685418) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Vienna, IL and has 1 year of experience in the finance industry.
Emily Harris (CRD# 1676458) 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.
Zachary Harwell (CRD# 7817130) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Tulsa, OK and has 1 year of experience in the finance industry.
Kelly Herring (CRD# 4466783) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Austin, TX and has over 22 years of experience in the finance industry.
Stephen Hoversten (CRD# 5924897) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Sonora, CA and has over 12 years of experience in the finance industry.
Staci Irwin (CRD# 6834712) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Nolensville, TN and has over 6 years of experience in the finance industry.
Beau Jackson (CRD# 7313547) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Greenwood, IN and has over 3 years of experience in the finance industry.
Timothy Johnson (CRD# 5978602) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Roseville, CA and has over 12 years of experience in the finance industry.
Sara Karweick (CRD# 5425252) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Eden, WI and has over 16 years of experience in the finance industry.