Kellie Marie Rech

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

• 09/2004 → Present
  Mwa Financial Services, Inc.
  Rock Island, IL
• 09/2004 → Present
  Modern Woodmen Of America
  Rock Island, IL

Other Businesses

1)Independent Yoga Instructor noninv Davenport IA Yoga Instuctor 7/17 6-10noninv 0inv Teach yoga in home and at local studio to small groups 2) Tapas Yoga, non-inv. Bettendorf, IA. 6/2025 Yoga Instructor. 16 non-inv./0 inv.

Exams

• S66 Uniform Combined State Law Examination
  2008-06-13

Other Names

• Kellie Marie Rech
• Kellie Marie O'HAra