Carlos Enrique Sanchez

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

• 06/2016 → 06/2019
  Student Success Institute
  Hacienda Heights, CA
• 06/2017 → 09/2017
  Bentley Mills
  City Of Industry, CA
• 06/2019 → 04/2021
  Protuning Lab
  City Of Industry, CA
• 04/2021 → 04/2024
  Fastenal Company
  City Of Industry, CA
• 11/2024 → Present
  Modern Woodmen Of America
  Rock Island, IL
• 04/2025 → Present
  Mwa Financial Services, Inc.
  Rock Island, IL
• 04/2024 → 11/2024
  Unemployed
  Hacienda Heights, CA
• 04/2015 → 06/2017
  Glen A. Wilson High School
  Hacienda Heights, CA

Other Businesses

The Tax Doctor, non-inv. Whittier, CA. 2/2026 Tax Preparer. 30 non-inv/30 inv.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-15
• S63 Uniform Securities Agent State Law Examination
  2025-04-13