Kelly
Herring
Mwa Financial Services Inc
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About this Advisor
Kelly Herring is a chartered financial consultant operating out of Austin, Texas with 1 year of relevant experience. Herring currently works for Mwa Financial Services Inc. During their career, Herring has held roles at Mwa Financial Services, Inc and Modern Woodmen Of America. Herring maintains a Series 63 license, designating them as a securities agent, and is approved to serve investors in Texas. Mwa Financial Services Inc is an advisory company based in Rock Island, IL. The firm has offices in 61 locations and a total of 689 financial advisors. It has $136 million in total assets across its 987 customer accounts, placing it among the mid-sized 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 associated with high-net-worth investors who have at least $1 million in assets available to invest. The company provides 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. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fee types charged by Mwa Financial Services Inc can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mwa Financial Services Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$135,611,907
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
689
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987
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$137,398
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
Kelly Herring Work History
Kelly has been registered as a financial advisor for 1 years.*
Mwa Financial Services, Inc
Modern Woodmen Of America
*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 Kelly Herring 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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