Mwa Financial Services, Inc.
● SEC registered since 2016CRD 112630SEC# 801-107091Rock Island, IL
Reg. AUM
$640M
Employees
721
Accounts
3,724
Location
Rock Island, IL
Mwa Financial Services, Inc. assets under management
Mwa Financial Services, Inc. operates as an SEC-registered investment adviser based in Rock Island, IL. The firm has been registered since 2016. It reports $640 million in regulatory assets under management and employs 721 people.
Mwa Financial Services, Inc. owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Edmund Simms | Director | Under 5% | 2025 |
| Clint Joseph Pogemiller Control | President/Chairman | Under 5% | 2015 |
| Dawn M Jensen Control | Chief Operations Officer | Under 5% | 2018 |
| Jerald James Lyphout | Director | Under 5% | 2023 |
| Kellie Marie Rech Control | Chief Compliance Officer | Under 5% | 2022 |
| Lester Lee Bohnert | Director | Under 5% | 2018 |
| Modern Woodmen of America Control | Parent Co. | Over 75% | 2001 |
| Neil Thomas Eigenbrod | Finop | Under 5% | 2020 |
| Shea Eugene Doyle | Secretary/Director | Under 5% | 2023 |
| Todd David Swanson | Treasurer | Under 5% | 2011 |
Frequently asked questions
How much does Mwa Financial Services, Inc. manage?
Mwa Financial Services, Inc. reports $640 million in regulatory assets under management on its Form ADV.
How many employees does Mwa Financial Services, Inc. have?
Mwa Financial Services, Inc. reports 721 employees.
Where is Mwa Financial Services, Inc. located?
Mwa Financial Services, Inc. is based in Rock Island, IL and has been SEC-registered since 2016.
Does Mwa Financial Services, Inc. disclose fund performance?
Mwa Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1701 1st Avenue, Rock Island, IL 61201 |
| Phone | 309-558-3100 |
| Fax | 309-558-3150 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$640M▲ 196%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,306 advisers
EmployeesTop 1%
More than 99% of 16,824 advisers
Assets under management
$640Mregulatory AUM
Discretionary $0Non-discretionary $640M