Rachel Lynn Martin

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

• 01/2025 → Present
  Modern Woodmen Of America
  Rock Island, IL
• 04/2019 → Present
  Watertown Regional Health Center
  Watertown, WI
• 09/2016 → 12/2021
  Ssm Health-Agnesian Health Care
  Fond Du Lac, WI
• 08/2002 → 09/2016
  Dodge County Sheriff's Office
  Juneau, WI
• 02/2026 → Present
  Mwa Financial Services, Inc.
  Rock Island, IL

Other Businesses

Watertown Regional Medical Center Sleep Lab, non-inv. Watertown, WI. 4/2019. Registered Polysomnographer. 48 non-inv/0 inv.

Exams

• S66 Uniform Combined State Law Examination
  2026-07-27

Other Names

• Rachel Neuman
• Rachel Parish
• Rachel Martin