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Emily Marie Harris

Mwa Financial Services Inc.

Tulsa, OK

CRD 1676458

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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
AR RA APPROVED 2025-12-15
OK RA APPROVED 2025-01-01
TX RA APPROVED 2022-01-11
  • AR RA
    APPROVED
    Since 2025-12-15
  • OK RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2022-01-11

Branch Locations

130 N. Greenwood Avenue Suite 401, Tulsa, OK 74120 • 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 07/1993 Present
Mwa Financial Services, Inc. Rock Island IL 12/2001 Present
Rental Property Tulsa OK 09/2004 Present
  • 07/1993 → Present
    Modern Woodmen Of America
    Rock Island, IL
  • 12/2001 → Present
    Mwa Financial Services, Inc.
    Rock Island, IL
  • 09/2004 → Present
    Rental Property
    Tulsa, OK
Other Businesses

1)CDG CAPITAL INVESTMENTS LLC INV TULSA OK RENTAL PROPERTY OWNER 10NONINV 0INV COLLECT RENT

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-02
S63 Uniform Securities Agent State Law Examination 2000-12-28
  • S66 Uniform Combined State Law Examination
    2021-12-02
  • S63 Uniform Securities Agent State Law Examination
    2000-12-28
Other Names
  • Emily Marie Jones

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
PINNACLE INVESTMENT ADVISORS

Nearby Investors

OANH STANGER
DAVID MONROE POARCH
ROBERT BRETT KRAMER

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK

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