Taren Rae Sartler

Current Employers

Mwa Financial Services Inc.

1701 1St Avenue, Rock Island, IL 61201 • United States

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2026-06-23
WI	RA	APPROVED	2025-01-01

MO RA
APPROVED

Since 2026-06-23
WI RA
APPROVED

Since 2025-01-01

Branch Locations

12557 W. Burleigh Road Suite 7, Brookfield, WI 53005 • 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
Modern Woodmen Of America	Rock Island	IL	08/2009	Present
Mwa Financial Services, Inc.	Rock Island	IL	08/2009	Present
Time Management Coaching/Speaking	Butler	WI	04/2018	Present
The American College	King Of Prussia	PA	06/2022	Present

08/2009 → Present

Modern Woodmen Of America

Rock Island, IL
08/2009 → Present

Mwa Financial Services, Inc.

Rock Island, IL
04/2018 → Present

Time Management Coaching/Speaking

Butler, WI
06/2022 → Present

The American College

King Of Prussia, PA

Other Businesses

1)Time Management Coaching/Speaking; Not Investment related; Butler, WI; Time Management; Consultant; 10 hrs/mo/ 0 during sec trading hrs; Coaching/Speaking on time management 2)The American College noninv King of Prussia PA Moderator 6/2022 8noninv 4inv Teaching financial services

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-08-27
S63	Uniform Securities Agent State Law Examination	2010-02-04

S65 Uniform Investment Adviser Law Examination

2015-08-27
S63 Uniform Securities Agent State Law Examination

2010-02-04

Other Names

Taren Rae Lockwood

View on SEC IAPD

Current Employers

Mwa Financial Services Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Names

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