Zachary
Harwell

Mwa Financial Services Inc

CRD#7817130
Investment Advisor
in Tulsa, OK

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About this Advisor

Zachary Harwell is a financial advisor based in Tulsa, Oklahoma, working with Mwa Financial Services Inc. Zachary has previously held positions at Modern Woodmen Of America, Chinowth And Cohen Realtors, Metro Pool Tulsa, Quiktrip, Lincoln Christian School, Union Public Schools, and Mwa Financial Services Inc. Zachary has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma. Currently, Zachary is part of Mwa Financial Services Inc, which operates out of Tulsa, Oklahoma. 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

7633 E. 63Rd Place Suite 540
Tulsa, OK 74133

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Mwa Financial Services Inc Brokerage Details

Total Assets Under Management

$216,092,715

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

685

OK Average: 44
Total Number of Accounts

1,432

OK Average: 2,564
Average Account Size

$150,903

OK 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

Zachary Harwell Work History

2023 - Present (1 year)

Modern Woodmen Of America

2023 - Present (1 year)

Mwa Financial Services Inc

2021 - Present (3 years)

Chinowth And Cohen Realtors

2020 - 2022 (2 years)

Metro Pool Tulsa

2017 - 2019 (2 years)

Quiktrip

2015 - 2020 (5 years)

Lincoln Christian School

2013 - 2015 (2 years)

Union Public Schools

Disclosures

Please visit the SEC profile of Zachary Harwell 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
Joshua Leung
Laguna Hills, CA
Lauren Stalnaker
Mansfield, OH
Ryan Bowling
Maumee, OH
Bryan Clifton
Cincinnati, OH
Brent Bice
Summerville, SC
Daryn Trogdon
Asheboro, NC
Bennett Sperber
Ontario, 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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