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Adam Wolf

Mwa Financial Services Inc.

Phoenix, AZ

CRD 8033815

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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
NM RA APPROVED 2025-10-06
AZ RA APPROVED 2025-10-02
  • NM RA
    APPROVED
    Since 2025-10-06
  • AZ RA
    APPROVED
    Since 2025-10-02

Branch Locations

3420 E. Shea Blvd. Suite 200, Phoenix, AZ 85028 • 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
Modern Woodmen Of America Rock Island IL 04/2024 Present
Snooze An A.M. Eatery Denver CO 12/2022 04/2024
Desert Mountain Club Scottsdale AZ 02/2022 12/2022
Kelly's Taphouse Red Wing MN 04/2021 01/2022
Nova Restaurant Group Minneapolis MN 09/2019 09/2020
Clive's Roadhouse Champlin MN 04/2016 09/2019
Presbyterian Homes Plymouth MN 10/2020 04/2021
Mwa Financial Services Inc. Rock Island IL 01/2025 Present
  • 04/2024 → Present
    Modern Woodmen Of America
    Rock Island, IL
  • 12/2022 → 04/2024
    Snooze An A.M. Eatery
    Denver, CO
  • 02/2022 → 12/2022
    Desert Mountain Club
    Scottsdale, AZ
  • 04/2021 → 01/2022
    Kelly's Taphouse
    Red Wing, MN
  • 09/2019 → 09/2020
    Nova Restaurant Group
    Minneapolis, MN
  • 04/2016 → 09/2019
    Clive's Roadhouse
    Champlin, MN
  • 10/2020 → 04/2021
    Presbyterian Homes
    Plymouth, MN
  • 01/2025 → Present
    Mwa Financial Services Inc.
    Rock Island, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-16
S63 Uniform Securities Agent State Law Examination 2024-11-18
  • S65 Uniform Investment Adviser Law Examination
    2025-09-16
  • S63 Uniform Securities Agent State Law Examination
    2024-11-18

View on SEC IAPD

Nearby Firms

EW ADVISER, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UBS FINANCIAL SERVICES INC.

Nearby Investors

DAREN MICHAEL FRANKEBERGER
Kenneth ALEXANDER Riley
Jamie L Morton

Nearby Offices

EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ

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