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Trace Ambrose Timmons

Mwa Financial Services Inc.

Rock Island, IL

Davenport, IA

CRD 6794991

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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
IL RA APPROVED 2026-06-30
IA RA APPROVED 2026-06-30
  • IL RA
    APPROVED
    Since 2026-06-30
  • IA RA
    APPROVED
    Since 2026-06-30

Branch Locations

1701 1St Avenue, Rock Island, IL 61201 • United States

Davenport, IA • 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
Modern Woodmen Of America Rock Island IL 03/2021 Present
Missouri Baptist University St. Louis MO 11/2020 01/2021
Covert Concrete And Construction Ellisville MO 09/2020 11/2020
Bristol West Insurance Englewood CO 01/2020 01/2020
Bitco Insurance Companies Davenport IA 10/2018 01/2020
Augustana College Rock Island IL 08/2014 03/2019
Northwestern Mutual Davenport IA 05/2017 04/2018
Ace Hi Tavern Golden CO 11/2019 02/2020
Mwa Financial Services Inc Rock Island IL 03/2021 Present
Unemployed Davenport IA 04/2019 10/2019
Unemployed St. Louis MO 03/2020 08/2020
Young Guns Wrestling Club Bettendorf IA 10/2023 Present
  • 03/2021 → Present
    Modern Woodmen Of America
    Rock Island, IL
  • 11/2020 → 01/2021
    Missouri Baptist University
    St. Louis, MO
  • 09/2020 → 11/2020
    Covert Concrete And Construction
    Ellisville, MO
  • 01/2020 → 01/2020
    Bristol West Insurance
    Englewood, CO
  • 10/2018 → 01/2020
    Bitco Insurance Companies
    Davenport, IA
  • 08/2014 → 03/2019
    Augustana College
    Rock Island, IL
  • 05/2017 → 04/2018
    Northwestern Mutual
    Davenport, IA
  • 11/2019 → 02/2020
    Ace Hi Tavern
    Golden, CO
  • 03/2021 → Present
    Rock Island, IL
  • 04/2019 → 10/2019
    Unemployed
    Davenport, IA
  • 03/2020 → 08/2020
    Unemployed
    St. Louis, MO
  • 10/2023 → Present
    Young Guns Wrestling Club
    Bettendorf, IA
Other Businesses

1)Timmons Properties 1 LLC inv Davenport IA Owner 11/2022 10-20 noninv 0inv Rental properties 2)Young Guns Wrestling Club noninv Bettendorf IA Wrestling Club 10/2023 12noninv 0inv Coach

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-29
  • S66 Uniform Combined State Law Examination
    2026-06-29
Other Names
  • Trace Ambrose Timmons
  • Trace Timmons

View on SEC IAPD

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