Joshua
Nelms
Mwa Financial Services Inc
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About this Advisor
Joshua Nelms is a financial advisor operating in Tacoma, Washington, who has 1 year of relevant experience. Nelms is an employee of Mwa Financial Services Inc. Throughout their career, Nelms has worked at Massachusetts Mutual Life Insurance Company, Fmc Financial Group, New York Life, Prudential Insurance Company Of America, Mutual Of Omaha Insurance Company, Transamerica Financial Advisors, Inc, Pfs Investments, Inc, Msi Financial Services, Inc (Metlife), Mml Investors Services, Inc, Pruco Securities, LLC, Mutual Of Omaha Investor Services, Inc, Transamerica Agency Network, Ufs (United Financial Services), Mwa Financial Services Inc and Modern Woodmen Of America. Nelms maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to operate in California and Washington. Mwa Financial Services Inc is a financial advisory company based out of Rock Island, IL. The company has offices in 61 locations and a total of 689 financial advisors. It manages $136 million in assets under management between its 987 client accounts, making it one of the mid-sized firms in the nation by assets under management. The firm advises four charities and foundations. Of its 987 accounts, just 2% are held by high-net-worth individuals who have at least $1 million in assets. The company performs 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 for financial management largely are based on which services the firm provides the client. However, fees billed by Mwa Financial Services Inc likely are comprised 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
$135,611,907
689
987
$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
Joshua Nelms Work History
Joshua has been registered as a financial advisor for 1 years.*
Mwa Financial Services Inc
Modern Woodmen Of America
Transamerica Financial Advisors, Inc
Transamerica Agency Network
Ufs (United Financial Services)
Prudential Insurance Company Of America
Mutual Of Omaha Insurance Company
Pruco Securities, LLC
Mutual Of Omaha Investor Services, Inc
Massachusetts Mutual Life Insurance Company
Mml Investors Services, Inc
Msi Financial Services, Inc (Metlife)
Fmc Financial Group
New York Life
Pfs Investments, 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 Joshua Nelms 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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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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