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Scott Matthew Mcdonald

Mwa Financial Services Inc.

Grand Rapids, MI

CRD 4897547

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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
MI RA APPROVED 2025-08-20
ME RA APPROVED 2017-02-28
  • MI RA
    APPROVED
    Since 2025-08-20
  • ME RA
    APPROVED
    Since 2017-02-28

Branch Locations

890 3 Mile Road Nw Suite 1, Grand Rapids, MI 49544 • 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 01/2005 Present
Modern Woodmen Of America Rock Island IL 12/2004 Present
Other Businesses

1)ST MAXIMILIAN KOLBE FINANCE COUNCIL NONINV SCARBOROUGH ME CHURCH COUNCIL MEMBER 11/18/14 2NONINV 0INV

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-01-26
  • S63 Uniform Securities Agent State Law Examination
    2005-01-26
Designations
  • Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

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Nearby Investors

LEONARD MARTIN RHOADES
PAUL JACOB KITZROW
JEFFREY KEITH STUKEY

Nearby Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
AI ALPHA LLC · GRAND RAPIDS, MI

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