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Kristin Marie O'Connell

MWA Financial Services Inc.

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About Kristin Marie O'Connell

Kristin O'Connell is a financial advisor based in De Pere, WI. Kristin is registered with MWA Financial Services Inc. and has been in the financial industry for over 20 years. Kristin has a wide range of experience in financial planning and portfolio management. Kristin specializes in providing financial advice to individuals, businesses, and charitable organizations.

Firm Information

Kristin O'Connell 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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Kristin O'Connell’s Registration & Firm History

WI

08/10/2012 - Present

MWA Financial Services Inc. (De Pere WI)

WI

07/13/2010 - 08/31/2012

CATHOLIC FINANCIAL SERVICES CORPORATION (MILWAUKEE WI)

WI

10/26/2006 - 07/15/2010

AMERITAS INVESTMENT CORP. (GREEN BAY WI)

WI

04/30/2004 - 11/21/2006

WOODBURY FINANCIAL SERVICES, INC. (GREEN BAY WI)

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Licenses & Designations

IA

Issued 04/17/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/11/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/29/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristin Marie O'Connell.
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