# Mwa Financial Services, Inc.
Source: https://planprovider.pro/provider/mwa-financial-services-inc

> Through its connection to Modern Woodmen of America, MWA Financial Services, Inc. combines brokerage and registered investment advisory capabilities under on…

Retirement Plan Advisor

Rock Island, IL

## 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/](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

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| GENERAL GRIND AND MACHINE, INC. PROFIT SHARING PLAN AND TRUST|
GENERAL GRIND AND MACHINE, INC., IL|
$33M|
268|

| TRANSPORTATION IMPACT, LLC 401(K) PROFIT SHARING PLAN|
TRANSPORTATION IMPACT LLC, NC|
$13M|
170|

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