Zachary
Harwell
Mwa Financial Services Inc
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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
Services Offered
Fee Structure
Office Location
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Mwa Financial Services Inc Brokerage Details
$216,092,715
685
1,432
$150,903
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
Modern Woodmen Of America
Mwa Financial Services Inc
Chinowth And Cohen Realtors
Metro Pool Tulsa
Quiktrip
Lincoln Christian School
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.
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