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James George Schaefer

MWA Financial Services Inc.

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About James George Schaefer

James George Schaefer is a financial advisor based in Milwaukee, WI. James has been in the financial industry since 1998 and is currently registered with MWA Financial Services Inc. James has a broad range of experience and holds the Series 6, Series 26 and Series 63 licenses. James is also registered with the state of Florida, Illinois, North Carolina, Oregon and Wisconsin. James specializes in working with individuals, high net worth individuals, charitable organizations and corporations or other businesses. James provides financial planning services, selects other advisors for clients, and manages portfolios for individuals and businesses.

Firm Information

James Schaefer 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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James Schaefer’s Registration & Firm History

WI

08/21/2012 - Present

MWA Financial Services Inc. (MILWAUKEE WI)

WI

10/15/1998 - 08/31/2012

CATHOLIC FINANCIAL SERVICES CORPORATION (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 10/15/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/10/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James George Schaefer.
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