Daniel August Ceschin

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

• 06/2013 → 04/2019
  Mutual Of Omaha
  Phoenix, AZ
• 04/2019 → 07/2019
  Unemployed
  Phoenix, AZ
• 07/2019 → 06/2021
  Massmutual
  Scottsdale, AZ
• 07/2021 → Present
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 07/2021 → Present
  Northwestern Mutual Investment Services Llc
  Phoenix, AZ
• 04/2023 → 12/2023
  Transamerica Agency Network
  Phoenix, AZ
• 04/2023 → 12/2023
  Transamerica Agency Network
  Phoenix, AZ
• 01/2024 → Present
  Modern Woodmen Of America
  Rock Island, IL
• 02/2024 → Present
  Mwa Financial Services Inc
  Rock Island, IL

Previous Registrations

• 2021-08-12 → 2023-04-26
  Northwestern Mutual Investment Services, Llc
  Phoenix, AZ
• 2019-08-16 → 2021-06-15
  Mml Investors Services, Llc
  Scottsdale, AZ
• 2014-04-01 → 2019-05-15
  Mutual Of Omaha Investor Services, Inc.
  Phoenix, AZ
• 2005-10-04 → 2013-06-18
  New England Securities
  Colorado Springs, CO
  Phoenix, AZ
  Albuquerque, NM

Exams

• S66 Uniform Combined State Law Examination
  2005-09-12
• S65 Uniform Investment Adviser Law Examination
  2002-05-17
• S63 Uniform Securities Agent State Law Examination
  1996-04-30

Other Names

• Dan Ceschin
• Daniel Ceschin