Mwa Financial Services Inc.

Overview

Mwa Financial Services Inc. is a Broker Dealer and registered investment adviser based in Rock Island, IL, registered since 2001. It reports $64M in assets under management across 3,724 accounts, with 721 employees. Its 730 registered representatives work across 390 branch offices in 41 states.

Reported AUM

$64M

Accounts

3,724

Average account

$172K

Employees

721

Registered reps

730

Branch offices

390

Registered since

2001

Jurisdictions

52

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Insurance
• Investment Advisory Services
• Kiosk Activities - Insurance
• Limited Partnerships Primary Distributions
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Options
• Private Placements
• Retirement/Pension Products
• Securities Underwriting
• Stock
• 3 more

Executive officers 3 of 9

• Clint Joseph Pogemiller President, Chairperson, Chairman CRD 2977743
• Neil Thomas Eigenbrod Financial and Operations Principal CRD 5615693
• Dawn M Jensen Chief Operating Officer CRD 4936560

6 more executive officers, with direct contact details

Registered reps 3 of 730

• Elizabeth A Abben Registered Rep · Investment Adviser Rep CRD 5315912
• Cory Wade Aberl Insurance Agent · Registered Rep CRD 4679721
• Nikolas Lee Acosta Registered Rep CRD 7280345

727 more registered reps, with emails, phones and branch locations

Location

Headquarters

1701 1st Ave
Rock Island, IL 61201

County

Rock Island

Metro area

Davenport-Moline-Rock Island, IA-IL

Region

Midwest

Branch offices

390 in 41 states, including Amarillo, TX, Corinth, MS and Concord, NC

Registrations

• SEC registered, corporation formed in Illinois
• Registered in 52 jurisdictions
• Website: modern-woodmen.org

Every state, with registration dates

Similar firms near Rock Island

• State Farm VP Management Corp.Bloomington, IL8,163 reps
• William BlairChicago, IL1,298 reps
• Cetera Financial Specialists LLCSchaumburg, IL970 reps
• Bankers Life Securities, Inc.Chicago, IL871 reps
• Country Capital Management CompanyBloomington, IL855 reps