Chad Braden Foster

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
TX	RA	APPROVED_RES	2022-02-18
CA	RA	APPROVED	2022-02-17

TX RA
APPROVED_RES

Since 2022-02-18
CA RA
APPROVED

Since 2022-02-17

Branch Locations

23441 S. Pointe Drive Suite 110, Laguna Hills, CA 92653 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Modern Woodmen Of America	Rock Island	IL	08/2008	Present
Mwa Financial Services, Inc.	Rock Island	IL	06/2009	Present

08/2008 → Present

Modern Woodmen Of America

Rock Island, IL
06/2009 → Present

Mwa Financial Services, Inc.

Rock Island, IL

Other Businesses

1) Lincoln Financial inv Radnor PA Insurance Agent 6/18 1noninv/inv servicing one case

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-02-02
S63	Uniform Securities Agent State Law Examination	2009-08-06

S65 Uniform Investment Adviser Law Examination

2022-02-02
S63 Uniform Securities Agent State Law Examination

2009-08-06

View on SEC IAPD

Employer firm

Current Employers

Mwa Financial Services Inc.

Disclosures

Employment History

Other Businesses

Exams

Nearby Firms

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Nearby Offices

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