Michael
Sehlmeyer

Mwa Financial Services Inc

CRD#6257222
Investment Advisor
in Spearfish, SD

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About this Advisor

Michael Sehlmeyer is a financial advisor operating in Spearfish, South Dakota, who has 3 years of relevant experience. Sehlmeyer is an employee of Mwa Financial Services Inc. During their career, the advisor has held roles at Wells Fargo Bank Na, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Modern Woodmen Of America and Mwa Financial Services Inc. Sehlmeyer holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Minnesota and South Dakota. Mwa Financial Services Inc is an advisory firm operating out of Rock Island, IL. The company has offices in 61 locations and a total of 689 advisors. It manages $136 million in assets among its 987 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm serves four charitable organizations. Of its 987 client accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in assets. Mwa Financial Services Inc provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors are based on which services the firm provides the client. However, fees billed by Mwa Financial Services Inc may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 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

611 Dahl Rd. Suite 2
Spearfish, SD 57783

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Mwa Financial Services Inc Brokerage Details

Total Assets Under Management

$135,611,907

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

689

SD Average: 44
Total Number of Accounts

987

SD Average: 2,564
Average Account Size

$137,398

SD 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

Michael Sehlmeyer Work History

Michael has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Modern Woodmen Of America

2020 - Present (4 years)

Mwa Financial Services Inc

2016 - 2020 (4 years)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors LLC

2008 - 2020 (12 years)

Wells Fargo Bank Na

*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 Michael Sehlmeyer 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

Jeffrey Boll
Prairie Du Sac, WI
Austin Beneteau
Rancho Mirage, CA
Bennett Sperber
Ontario, CA
Dustin Knoedler
Cincinnati, OH
Martha Litz
Roanoke, VA
Kyle Lepley
Mansfield, OH
Hector Romo
Laguna Hills, CA
Brian Souder
Mansfield, OH

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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