Sarah
Hyde

Mwa Financial Services Inc

CRD#4907602
Investment Advisor
in Rock Island, IL

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About this Advisor

Sarah Hyde is a financial advisor based in Rock Island, Illinois, working with Mwa Financial Services Inc. Sarah has previously held positions at Mwa Financial Services, Inc and Modern Woodmen Of America. Sarah has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Sarah is part of Mwa Financial Services Inc, which operates out of Rock Island, Illinois. The firm has 81 offices and 685 employees. The firm manages assets totaling $216.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Mwa Financial Services Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1701 1St Avenue
Rock Island, IL 61201

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Mwa Financial Services Inc Brokerage Details

Total Assets Under Management

$216,092,715

IL Average: $6,674,516,078
Total Number of Employees

685

IL Average: 44
Total Number of Accounts

1,432

IL Average: 2,564
Average Account Size

$150,903

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Sarah Hyde Work History

2004 - Present (20 years)

Mwa Financial Services, Inc

2004 - Present (20 years)

Modern Woodmen Of America

Disclosures

Please visit the SEC profile of Sarah Hyde to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mwa Financial Services, Inc

Jefferey Zhu
Ontario, CA
Saul Lopez
Laguna Hills, CA
Lucas Hill
Greenwood, IN
Lauren Stalnaker
Mansfield, OH
Jonathan Obest
Laguna Hills, CA
Brent Bice
Summerville, SC
Jacob Ferdig
Laguna Hills, CA
Joshua Leung
Laguna Hills, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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