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Dannielle Willoughby Roberts

Mwa Financial Services Inc.

Sulligent, AL

CRD 6170514

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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
MS RA APPROVED 2026-05-15
AL RA APPROVED 2019-08-08
  • MS RA
    APPROVED
    Since 2026-05-15
  • AL RA
    APPROVED
    Since 2019-08-08

Branch Locations

55314 Hwy 17 Suite C, Sulligent, AL 35586 • 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 05/2012 Present
Mwa Financial Services Inc Rock Island IL 03/2013 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-24
S63 Uniform Securities Agent State Law Examination 2013-05-29
  • S66 Uniform Combined State Law Examination
    2019-07-24
  • S63 Uniform Securities Agent State Law Examination
    2013-05-29
Other Names
  • Eutona Dannielle Willoughby

View on SEC IAPD

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