Best Investors Account Sign in

Sara Susan Karweick

Mwa Financial Services Inc.

Fond Du Lac, WI

CRD 5425252

Claim This Profile
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:

Current Employers
Mwa Financial Services Inc.

1701 1St Avenue, Rock Island, IL 61201 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-01-05
  • WI RA
    APPROVED
    Since 2026-01-05

Branch Locations

525 N. Peters Avenue, Fond Du Lac, WI 54937 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mwa Financial Services Inc. Rock Island IL 06/2011 Present
Modern Woodmen Of America Rock Island IL 06/2011 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-14
  • S66 Uniform Combined State Law Examination
    2008-02-14
Other Names
  • Sara Susan Nelson

View on SEC IAPD

More in Fond Du Lac, WI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor