Curtis Lee Weeks

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

• 08/2014 → 11/2018
  Parkland Securities
  Ann Arbor, MI
• 11/2018 → 10/2024
  The Advisory Group, Inc.
  Davenport, IA
• 11/2018 → 10/2024
  Planmember Securities Corporation
  Carpinteria, CA
• 01/2024 → Present
  Mwa Financial Services Inc.
  Rock Island, IL

Previous Registrations

• 2019-07-15 → 2024-10-14
  Planmember Securities Corporation
  Davenport, IA
  Carpinteria, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-15
• S63 Uniform Securities Agent State Law Examination
  2011-09-30

Other Names

• Curtis Lee Weeks
• Curtis Lee Weeks Jr
• Lee Weeks
• Curtis Lee Weeks
• Curtis Lee Weeks