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Mwa Financial Services Inc. CRD 112630
$640M regulatory AUM 51 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1701 1St Avenue, Rock Island, IL 61201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-29 |
| IN | RA | APPROVED | 2026-07-28 |
Branch Locations
1499 Windhorst Way Suite 160, Greenwood, IN 46143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 06/2023 | Present |
| Fairway Independent Mortgage Corporation | Indianapolis | IN | 01/2023 | 08/2023 |
| Approved Mortgage Corporation | Greenwood | IN | 01/2022 | 01/2023 |
| Bopp Enterprises Llc | Franklin | IN | 08/2022 | Present |
| Cjb Consulting Llc | Franklin | IN | 08/2022 | Present |
| Vyne Dental | Indianapolis | IN | 03/2020 | 01/2022 |
| Towne Parke | Indianapolis | IN | 07/2019 | 01/2020 |
| Elite Pro Painting | Avon | IN | 02/2019 | 09/2019 |
| University Of Indianapolis | Indianapolis | IN | 08/2015 | 12/2018 |
| Mwa Financial Services Inc. | Rock Island | IL | 04/2024 | Present |
1) Approved Mortgage Corporation non-inv Greenwood IN Mortgage Company 10/2023 7noninv 0inv Provide business development for a team within APC; introduce partner/mortgage loan officer. 2) Business Makers Network, non-inv. Franklin, TN. 5/2026. Owner, referral group for business professionals. 4 non-inv./2 inv.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-16 |
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