Menu
Mwa Financial Services, Inc.
Rock Island, Illinois
3.6
30 Reviews
MWA Financial Services, Inc., a reputable investment advisory firm headquartered in Rock Island, IL, operates across a vast network of 62 offices. With a total workforce of 689 employees, a small but specialized percentage focuses on delivering exceptional investment advisory services. MWA Financial Services, Inc. prides itself on its impressive average of $1,330,000 in assets under management per investment advisor.
The firm's compensation structure is diverse, encompassing various methods such as a percentage of assets under management, fixed fees, and hourly charges. Notably, over 80% of the assets under their management are d...see more
Assets Under Mgmt
$135.61M
Investment Professionals
102
Locations
61
% 401K & Individual
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Other Business Activities
- Broker-dealer (Registered or unregistered)
- Insurance broker or agent
Disclosures
- Do any of the events below involve you or any of your supervised persons?
- Found to have made false statement, ommision, unfair or Unethical by federal regulatory agency
- Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
- Orders brought against in connection to investment related activities (10yrs)
Reviews for Mwa Financial Services, Inc.
Loading...
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.