Best Investors Account Sign in

Lauren Dalena Brown Stalnaker

Mwa Financial Services Inc.

Mansfield, OH

Ashland, OH

CRD 6431714

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
OH RA APPROVED 2021-08-25
  • OH RA
    APPROVED
    Since 2021-08-25

Branch Locations

993 Lexington Avenue, Mansfield, OH 44907 • United States

12 West Main St., Ashland, OH 44805 • 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 01/2015 Present
Modern Woodmen Of America Rock Island IL 02/2014 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-03-19
  • S63 Uniform Securities Agent State Law Examination
    2015-03-19
Other Names
  • Lauren Dalena Brown
  • Lauren Dalena Stalnaker

View on SEC IAPD

Nearby Firms

WHITAKER-MYERS WEALTH MANAGERS, LTD.
AMERIPRISE FINANCIAL SERVICES, LLC
HD PINNACLE ADVISORS, LTD.

Nearby Investors

MATTHEW GERALD HARRIS
Ethan Ronald Barry
Kage D Rush

Nearby Offices

WHITAKER-MYERS WEALTH MANAGERS, LTD. · MANSFIELD, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Mansfield, OH
HD PINNACLE ADVISORS, LTD. · MANSFIELD, OH

More in Mansfield, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor