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Barton Reid Warren

MWA Financial Services Inc.

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About Barton Reid Warren

Barton Warren has been in the securities industry since June 20, 2003. Barton is currently registered with MWA Financial Services Inc., a firm with offices in Rock Island, IL. Barton is also registered as an Investment Advisor Representative with the state of Illinois. Barton is a Registered Representative with FINRA and has experience in a variety of specializations including Mutual Funds, Variable Annuities, Fixed Annuities and Life Insurance.

Firm Information

Barton Warren is currently registered with MWA Financial Services Inc.. MWA Financial Services Inc. is a Corporation formed in February 2001 and headquartered in ROCK ISLAND, IL. They provide financial planning and investment advisory services to individuals, corporations, and charitable organizations. They have a strong presence in the US, with registered representatives in 52 states. MWA Financial Services Inc. manages over $216 million in assets and specializes in serving individuals other than high-net-worth clients.
MWA Financial Services Inc.

1701 1ST AVENUE

ROCK ISLAND, IL 61201

$216.09M

Assets Under Management

14

Total Clients

525

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Barton Warren’s Registration & Firm History

IL

06/04/2020 - Present

MWA Financial Services Inc. (Sugar Grove IL)

IL

04/02/2003 - 11/03/2008

COUNTRY CAPITAL MANAGEMENT COMPANY (SYCAMORE IL)

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Licenses & Designations

IA

Issued 02/22/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/15/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/31/2009

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 02/28/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Barton Reid Warren.
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