This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Assetmark · BNY Mellon · Pershing
- Clients
- Retail and Institutional
- Platforms
- Pathway
- 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
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
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
Unlock allContacts
ELIZABETH A ABBEN
--
- CRD
- #5315912
CORY WADE ABERL
Regional Director
- CRD
- #4679721
Wave delta
Insight matrix prime
- CRD
- #92759
Showing 2 of 705 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |