Ryan
Bowling

Mwa Financial Services Inc

CRD#6464576
Investment Advisor
in Maumee, OH

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About this Advisor

Ryan Bowling is a financial advisor operating in Maumee, Ohio with 4 years of relevant experience. Bowling is an employee of Mwa Financial Services Inc. During their career, Bowling has held roles at Mwa Financial Services Inc, Modern Woodmen Of America and Bowling Transportation Inc. Bowling has a Series 63 license, certifying them as a securities broker, and is able to serve investors in Ohio. Mwa Financial Services Inc is a registered investment firm based in Rock Island, IL. It has offices in 61 locations and a total of 689 people on staff. It controls $136 million in assets across its 987 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm provides services to four charities and foundations. Of its 987 client accounts, just 2% are held by high-net-worth individuals who have more than $1 million in investable assets. The firm performs a diverse array 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 vary depending on which service is provided. Fees billed by Mwa Financial Services Inc may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

4 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

314 Illinois Avenue
Maumee, OH 43537

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Mwa Financial Services Inc Brokerage Details

Total Assets Under Management

$135,611,907

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

689

OH Average: 44
Total Number of Accounts

987

OH Average: 2,564
Average Account Size

$137,398

OH 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

Ryan Bowling Work History

Ryan has been registered as a financial advisor for 4 years.*

2021 - Present (3 years)

Bowling Transportation Inc

2015 - Present (9 years)

Mwa Financial Services Inc

2014 - Present (10 years)

Modern Woodmen Of America

2009 - 2014 (5 years)

Bowling Transportation Inc

*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 Ryan Bowling 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
Brandon Millard
Loudon, TN
James Alewine
Laguna Hills, CA
Beau Jackson
Greenwood, IN
Hector Romo
Laguna Hills, CA

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.

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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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