Yves Steven Atlan

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

• 07/2023 → 05/2024
  Massmutual Life Insurance Company
  Los Angeles, CA
• 03/2024 → 05/2024
  Mml Investors Services
  Los Angeles, CA
• 02/2013 → 05/2023
  Aflac
  Los Angeles, CA
• 07/2024 → Present
  Modern Woodmen Of America
  Rock Island, IL
• 02/2026 → Present
  Mwa Financial Services, Inc.
  Rock Island, IL

Other Businesses

Principle Insurance Services, Inc., non-inv. Los Angeles, CA. 2/2026 Agent, Health Benefit Coordinator. 1 non-inv./1 inv.

Exams

• S66 Uniform Combined State Law Examination
  2025-07-08

Other Names

• Yves Atlan
• Yves Steven Atlan