Lucas
Hill
Mwa Financial Services Inc
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About this Advisor
Lucas Hill is a financial advisor operating out of Greenwood, Indiana with a total of 5 years of industry experience. Hill is currently employed by Mwa Financial Services Inc. Their career trajectory has included roles at Financial Center Federal Credit Union, Mwa Financial Services Inc, Modern Woodmen Of America and Franklin College. Hill maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Indiana and North Carolina. Mwa Financial Services Inc is a financial advisory business headquartered in Rock Island, IL. It has offices in 61 locations and a total of 689 advisors. It handles $136 million in assets across its 987 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm serves four charitable organizations. Of its 987 accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Mwa Financial Services Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management usually depend on which services are offered. Fee types charged by Mwa Financial Services Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mwa Financial Services Inc Brokerage Details
$135,611,907
689
987
$137,398
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
Lucas Hill Work History
Lucas has been registered as a financial advisor for 5 years.*
Mwa Financial Services Inc
Modern Woodmen Of America
Franklin College
Financial Center Federal Credit Union
Franklin College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lucas Hill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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