Barrett William Essman

Mwa Financial Services, INC.

19 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Mwa Financial Services, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

145 advisors

Number of Clients

2,298 clients

Average Client Portfolio

$164K average

Assets Under Management

$376.9M

Fee Structure

Location

1701 1st Avenue, Rock Island, IL, 61201

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Mwa Financial Services, INC.

January 2007 - Present · 19 yrs 1 mo

Mwa Financial Services INC.Broker

September 2006 - Present · 19 yrs 5 mos

Previous Registrations

Raymond James & Associates, INC.Broker

January 2006 - August 2006 · 7 mos

State Registrations2 states

IAIL

AdvisorBrokerBoth

Exams

No exam information available for this advisor.