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
Sean Keyes (CRD# 7593479) 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.
Charles King (CRD# 6464263) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Lansing, MI and has over 8 years of experience in the finance industry.
Clinton Koen (CRD# 4699225) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Bay Minette, AL and has over 19 years of experience in the finance industry.
Steven Kramer (CRD# 2864586) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Wales, WI and has over 23 years of experience in the finance industry.
Kyle Lepley (CRD# 7492590) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Mansfield, OH and has 1 year of experience in the finance industry.
Joshua Leung (CRD# 6854046) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Laguna Hills, CA and has over 5 years of experience in the finance industry.
Jeffrey Lockamon (CRD# 6875345) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Roanoke Rapids, NC and has over 6 years of experience in the finance industry.
Saul Lopez (CRD# 7330144) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Laguna Hills, CA and has over 3 years of experience in the finance industry.
Jonathan Marsh (CRD# 5539711) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Corinth, MS and has over 14 years of experience in the finance industry.
Marsha McKinnie (CRD# 5972702) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Conway, AR and has over 12 years of experience in the finance industry.