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- Custodian
- Assetmark · BNY Mellon · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-10-2001
- Office Locations
- 375
Office Locations
About MWA Financial Services Inc.
Modern Woodmen of America is a fraternal, member-based financial services organization (no stockholders) serving U.S. families through local representatives. It offers financial planning and a portfolio of insurance and other financial products, supported by member programs, a Resource Hub, and community-impact initiatives. MWA Financial Services Inc. (CRD 112630) supports advisory relationships and uses platforms such as Pershing.
Team overview
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Owner & Executives
LESTER LEE BOHNERT
Director
- CRD
- --
- Ownership
- Less than 5%
SHEA EUGENE DOYLE
DIRECTOR, Secretary, Vice President
- CRD
- --
- Ownership
- Less than 5%
Eagle beacon
Element vital pathway
- CRD
- #11497
- Ownership
- 43.7%
Showing 2 of 9 owners & executives
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ELIZABETH A ABBEN
--
- CRD
- #5315912
CORY WADE ABERL
Regional Director
- CRD
- #4679721
Wave delta
Insight matrix prime
- CRD
- #92759
Showing 2 of 712 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $639,989,844 | $171,855 |
| Total | $639,989,844 | $171,855 |
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Separately Managed Accounts
Total SMA Asset: $639,989,844
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,089,161,463 | 31.6% |
| Public Funds | $872,687,700 | 13.2% |
| Cash | $1,976,769,865 | 29.9% |
| Municipal Bonds | $1,672,651,424 | 25.3% |
| Total | $6,611,270,452 | 100.0% |