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Lucas Nathan Hill

MWA Financial Services Inc.

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About Lucas Nathan Hill

Lucas Hill is a financial professional with over 9 years of experience in the industry. Lucas is registered as a broker-dealer and investment advisor in multiple states and has a Series 6, 7, 26, 63, and 65 licenses. Lucas is currently employed with MWA Financial Services Inc., an independent financial services firm, and has been with them since 2014. Lucas specializes in financial planning, portfolio management, and retirement planning. Lucas has a strong commitment to helping individuals and families achieve their financial goals.

Firm Information

Lucas Hill 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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Lucas Hill’s Registration & Firm History

IN

11/20/2023 - Present

MWA Financial Services Inc. (Greenwood IN)

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Licenses & Designations

IA

Issued 12/22/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/11/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/23/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/2017

Series 7 - General Securities Representative Examination

BC

Issued 09/03/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lucas Nathan Hill.
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