Michael James Zadalis

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

Authority	Category	Status	Date
MN	RA	APPROVED	2025-09-25
MO	RA	APPROVED	2025-09-25
SD	RA	APPROVED	2025-09-25
IA	RA	APPROVED	2025-09-23
NE	RA	APPROVED	2025-09-23

MN RA
APPROVED

Since 2025-09-25
MO RA
APPROVED

Since 2025-09-25
SD RA
APPROVED

Since 2025-09-25
IA RA
APPROVED

Since 2025-09-23
NE RA
APPROVED

Since 2025-09-23

Branch Locations

7117 Jones Circle, Omaha, NE 68106 • 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

Organization	City	State	From	To
Oak Hills Country Club	Omaha	NE	12/2014	07/2024
Modern Woodmen Of America	Rock Island	IL	12/2024	Present
Mwa Financial Services, Inc.	Rock Island	IL	03/2025	Present
Unemployed	Council Bluffs	IA	08/2024	12/2024

12/2014 → 07/2024

Oak Hills Country Club

Omaha, NE
12/2024 → Present

Modern Woodmen Of America

Rock Island, IL
03/2025 → Present

Mwa Financial Services, Inc.

Rock Island, IL
08/2024 → 12/2024

Unemployed

Council Bluffs, IA

Other Businesses

1) Bent Tree Golf Club, Non-Inv. Council Bluffs, IA. Consultant, 4/2025 8 non-inv/0 inv. 2) ZMAN PGA LLC, Non-Inv. Council Bluffs, IA. Owner, consultant and golf instructor, 4/2025 10 non-inv/5 inv. 3) Treynor Community Schools, Non-Inv. Treynor, IA. Coach. 3/2025 40 non-inv/20 inv.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-27

S66 Uniform Combined State Law Examination

2025-08-27

View on SEC IAPD