Jodi Marie Nelson

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

• 06/2016 → 09/2017
  Inspirational Family Radio
  Boise, ID
• 10/2017 → 11/2017
  Unemployment
  Caldwell, ID
• 12/2017 → Present
  Modern Woodmen Of America
  Rock Island, IL
• 06/2018 → Present
  Modern Woodmen Of America
  Rock Island, IL
• 07/2025 → Present
  Mwa Financial Services, Inc.
  Rock Island, IL

Exams

• S66 Uniform Combined State Law Examination
  2025-09-26
• S63 Uniform Securities Agent State Law Examination
  2008-04-07

Other Names

• Jodi Marie Schueler
• Jodi Marie Nelson
• Jodi Nelson