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
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.
Steven Wellington (CRD# 2898126) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Sugar Grove, IL and has over 26 years of experience in the finance industry.
Joshua Adkins (CRD# 4899111) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Greeneville, TN and has over 11 years of experience in the finance industry.
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.
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.
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.
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.
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.
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.
Brian Bordic (CRD# 2787172) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Austin, TX and has over 13 years of experience in the finance industry.