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Jacob Craig Ottinger

MWA Financial Services Inc.

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About Jacob Craig Ottinger

Jacob Ottinger is a financial advisor with over 20 years of experience in the industry. Jacob has a Series 6, Series 26, and Series 63 license and has been registered with MWA Financial Services Inc. since 2003. Jacob is dedicated to providing clients with personalized financial planning and investment management services. Jacob helps both individuals and businesses create a financial plan that meets their unique needs and goals. Jacob focuses on providing clients with financial planning, portfolio management, and selection of other advisors, as needed. MWA Financial Services Inc. is a full-service financial firm located in Rock Island, Illinois that manages over $216 Million in assets for over 1400 clients.

Firm Information

Jacob Ottinger 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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Jacob Ottinger’s Registration & Firm History

TN

04/10/2003 - Present

MWA Financial Services Inc. (GREENEVILLE TN)

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Licenses & Designations

BC

Issued 03/30/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/12/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/09/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Craig Ottinger.
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