Patrice
Mccann-Koerselman

Mwa Financial Services Inc

CRD#4129943
Investment Advisor
in Horace, ND

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Patrice Mccann-Koerselman is a chartered financial consultant who works in Horace, North Dakota with a total of 6 years of relevant experience. Mccann-Koerselman is an employee of Mwa Financial Services Inc. Over the course of their career, Mccann-Koerselman has held roles at Modern Woodmen Of America, Mwa Financial Services, Inc, Land Rental and Ppc Farms Lllp. Mccann-Koerselman maintains a Series 63 license, which qualifies them as a securities broker, and can work in North Dakota. Mwa Financial Services Inc is an advisory firm operating out of Rock Island, IL. It has offices in 61 locations and a total of 689 people on staff. It administers $136 million in assets across its 987 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm provides services to four charitable organizations. Of its 987 accounts, just 2% are held by high-net-worth investors who have at least $1 million in investable assets. 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. Financial advisory fees usually depend on the type of services. Fees charged by Mwa Financial Services Inc likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

6 years

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

Horace, ND

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Mwa Financial Services Inc Brokerage Details

Total Assets Under Management

$135,611,907

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

689

ND Average: 44
Total Number of Accounts

987

ND Average: 2,564
Average Account Size

$137,398

ND 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

Patrice Mccann-Koerselman Work History

Patrice has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Ppc Farms Lllp

2002 - Present (22 years)

Mwa Financial Services, Inc

1996 - Present (28 years)

Modern Woodmen Of America

2005 - 2017 (12 years)

Land Rental

*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 Patrice Mccann-Koerselman 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

Austin Beneteau
Rancho Mirage, CA
Dustin Knoedler
Cincinnati, OH
Jeffrey Boll
Prairie Du Sac, WI
Bennett Sperber
Ontario, CA
Timothy Smith
Denton, TX
Joshua Adkins
Abingdon, VA
Kermit Coble
High Point, NC
Brandon Millard
Loudon, TN

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started