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Charles Wesley Pratt

MWA Financial Services Inc.

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About Charles Wesley Pratt

Charles Wesley Pratt is a financial advisor with MWA Financial Services Inc. based in Knoxville, TN. Charles has been in the financial services industry since 2017 and is licensed in Tennessee, Kentucky, North Carolina, and West Virginia. Charles specializes in financial planning, selection of other advisors, and portfolio management for individuals and businesses.

Firm Information

Charles Pratt 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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Charles Pratt’s Registration & Firm History

TN

02/25/2022 - Present

MWA Financial Services Inc. (Knoxville TN)

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Licenses & Designations

IA

Issued 01/24/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/16/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/04/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Wesley Pratt.
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