About Mwa Financial Services, Inc.
<p>Through its connection to Modern Woodmen of America, MWA Financial Services, Inc. combines brokerage and registered investment advisory capabilities under one roof in the Quad Cities area along the Mississippi River. The firm is a wholly owned subsidiary of Modern Woodmen of America and operates from the same Rock Island, Illinois headquarters.</p> <p>Founded in 2001, MWA Financial Services, Inc. is a FINRA-registered broker-dealer and an SEC-registered investment adviser. As of 2026, the firm manages $0.4B in AUM.</p> <p>The practice works with individuals and families on financial planning needs such as protection strategies, savings programs, retirement planning, and estate planning. It also handles employee benefits and offers investment products, and can take on retirement plan fiduciary support through 3(21) services as part of its work as a <a href="/plan-advisors">plan advisor</a>.</p> <p>What sets the firm apart is its close tie to Modern Woodmen of America’s long-running member organization, founded in 1883, which shapes a relationship-first approach.</p> <ul> <li>FINRA-registered broker-dealer</li> <li>SEC-registered investment adviser</li> <li>3(21) fiduciary support for retirement plans</li> <li>Financial planning: protection, savings, retirement, and estate planning</li> <li>Employee benefits and investment products</li> </ul>
Website: https://www.modernwoodmen.org/
Founded: 2001
Office Locations
- Rock Island, IL (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $376.9M