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Theodore Henry Heidrich

Mwa Financial Services Inc.

Falmouth, ME

CRD 1349912

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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
ME RA APPROVED 2013-02-20
  • ME RA
    APPROVED
    Since 2013-02-20

Branch Locations

Falmouth, ME • 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
Mwa Financial Services, Inc. Rock Island IL 12/2001 Present
Modern Woodmen Of America Rock Island IL 08/1991 Present
Other Businesses

1)Real Estate Inv invrel Boynton Beach FL Owner 10/16 20-30noninv 30inv Estimate repairs, contract work out, list and sell properties once complete

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-02-18
S63 Uniform Securities Agent State Law Examination 1987-04-06
  • S65 Uniform Investment Adviser Law Examination
    2013-02-18
  • S63 Uniform Securities Agent State Law Examination
    1987-04-06
Other Names
  • Ted Heidrich

View on SEC IAPD

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