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Jon M Starr

Mwa Financial Services Inc.

Shelton, CT

CRD 2015558

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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
CT RA APPROVED 2026-07-23
  • CT RA
    APPROVED
    Since 2026-07-23

Branch Locations

1000 Bridgeport Ave Suite 400, Shelton, CT 06484 • 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
Knights Of Columbus Insurance New Haven CT 12/2015 05/2017
Knights Of Columbus Insurance New Haven CT 05/2017 07/2024
Knights Of Columbus Asset Advisors Llc New Haven CT 02/2022 07/2024
Mwa Financial Services Inc. Rock Island IL 08/2024 Present
Modern Woodmen Of America Rock Island IL 08/2024 Present
  • 12/2015 → 05/2017
    Knights Of Columbus Insurance
    New Haven, CT
  • 05/2017 → 07/2024
    Knights Of Columbus Insurance
    New Haven, CT
  • 02/2022 → 07/2024
    Knights Of Columbus Asset Advisors Llc
    New Haven, CT
  • 08/2024 → Present
    Mwa Financial Services Inc.
    Rock Island, IL
  • 08/2024 → Present
    Modern Woodmen Of America
    Rock Island, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-29
S63 Uniform Securities Agent State Law Examination 1993-09-24
  • S65 Uniform Investment Adviser Law Examination
    2023-07-29
  • S63 Uniform Securities Agent State Law Examination
    1993-09-24
Other Names
  • Jon Michael Starr

View on SEC IAPD

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