Lori Dianna Seckel

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

• 08/2002 → Present
  Mwa Financial Services, Inc.
  Rock Island, IL
• 08/2002 → Present
  Modern Woodmen Of America
  Rock Island, IL

Other Businesses

1)LADIES AUXILLARY-VFW;NONINV;MARION,OH;VETERANS ORGANIZATION;PRESIDENT;2006;10NON 0SECHRS;OVERSEE MEETINGS AND COORDINATE FUNDRAISING EVENTS 2)Doterra non inv Marion OH Theraputic Oils Distributor 01/2018 0 hr/mo & during securities trading hrs purchase oils for self 3)Regis EES JMS LLC inv Marion OH Owner 3/2021 0noninv/inv Using LLC for building purchase/rent

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-05-28

Other Names

• Lori Dianna Lundquest
• Lori Dianna Lundquest