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Lisa Ann Phelps

Mwa Financial Services Inc.

Mount Pleasant, MI

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Current Employers
Mwa Financial Services Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-08-28
  • MI RA
    APPROVED
    Since 2025-08-28

Branch Locations

1635 East Broomfield Street Suite E2, Mount Pleasant, MI 48858 • 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
Mt. Pleasant Discovery Museum Mt. Pleasant MI 11/2012 01/2022
Modern Woodmen Of America Rock Island IL 02/2022 Present
Mwa Financial Services Inc Rock Island IL 07/2022 Present
  • 11/2012 → 01/2022
    Mt. Pleasant Discovery Museum
    Mt. Pleasant, MI
  • 02/2022 → Present
    Modern Woodmen Of America
    Rock Island, IL
  • 07/2022 → Present
    Mwa Financial Services Inc
    Rock Island, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-27
S63 Uniform Securities Agent State Law Examination 2022-10-18
  • S65 Uniform Investment Adviser Law Examination
    2025-06-27
  • S63 Uniform Securities Agent State Law Examination
    2022-10-18

View on SEC IAPD

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Other Offices

INDEPENDENT ADVISOR ALLIANCE, LLC · Mount Pleasant, MI
LPL FINANCIAL LLC · MT. PLEASANT, MI
EDWARD JONES · MT PLEASANT, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MOUNT PLEASANT, MI
RISE WEALTH ADVISORS, INC. · MT PLEASANT, MI
LPL FINANCIAL LLC · MOUNT PLEASANT, MI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Mt. Pleasant, MI
AMERIPRISE FINANCIAL SERVICES, LLC · MT PLEASANT, MI

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