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Kaitlin Marie Shellberg

MWA Financial Services Inc.

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About Kaitlin Marie Shellberg

Kaitlin Marie Shellberg is a financial advisor who has been working in the financial industry since 2012. Kaitlin is currently registered with MWA Financial Services Inc. and is located in Waterford, WI. Kaitlin has previous experience with Robert W. Baird & Co. Incorporated and Raymond James Financial Services, Inc. Kaitlin specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Kaitlin holds the Series 7 and Series 63 licenses, as well as the Securities Industry Essentials (SIE) exam.

Firm Information

Kaitlin Shellberg 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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Kaitlin Shellberg’s Registration & Firm History

WI

03/31/2022 - Present

MWA Financial Services Inc. (WATERFORD WI)

WI

07/15/2019 - 02/18/2021

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

WI

02/13/2014 - 07/16/2019

MWA FINANCIAL SERVICES INC. (WATERFORD WI)

WI

08/05/2010 - 08/06/2013

RAYMOND JAMES FINANCIAL SERVICES, INC. (MUKWONAGO WI)

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Licenses & Designations

BC

Issued 10/18/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kaitlin Marie Shellberg.
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