Tracy Lea Barnas

Employer firm

Mwa Financial Services Inc. CRD 112630

$640M regulatory AUM 51 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 02/2023
  Arvest Wealth Management
  Springfield, MO
• 03/2023 → 07/2024
  Unemployed
  Springfield, MO
• 08/2023 → 07/2024
  Ail (American Income Life)
  Springfield, MO
• 08/2024 → Present
  Modern Woodmen Of America
  Rock Island, IL
• 08/2024 → Present
  Mwa Financial Services Inc.
  Rock Island, IL

Previous Registrations

• 2016-05-09 → 2023-02-28
  Arvest Wealth Management
  Tulsa, OK
  Springfield, MO
  Lowell, AR
  Lowell, AR
  Tulsa, OK
  Tulsa, OK
  Springfield, MO
• 2015-09-11 → 2016-04-19
  Umb Financial Services, Inc.
  Springfield, MO

Other Businesses

Barnas Concreteworks, Non-Inv. Owner, 10/1993. 0 non-inv/0 inv. Commercial concrete business.

Exams

• S66 Uniform Combined State Law Examination
  2015-09-10
• S63 Uniform Securities Agent State Law Examination
  2000-10-19

Other Names

• Tracy Lea Hawkins
• Tracy L Barnas