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Trace Ambrose Timmons

MWA Financial Services Inc.

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About Trace Ambrose Timmons

Trace Ambrose Timmons is a financial advisor at MWA Financial Services Inc. in ROCK ISLAND, IL. Trace has a strong background in financial services, having earned licenses in Series 66, Series 51, Series 24, Series 7TO and SIE. Trace is a registered representative of MWA Financial Services Inc. and has been in the industry since 2021. Trace helps clients with financial planning, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Trace is committed to providing clients with the highest level of service and helping them reach their financial goals.

Firm Information

Trace Timmons 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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Trace Timmons’s Registration & Firm History

IL

06/10/2021 - Present

MWA Financial Services Inc. (ROCK ISLAND IL)

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Licenses & Designations

BOTH

Issued 12/05/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/06/2022

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 08/27/2021

Series 24 - General Securities Principal Examination

BC

Issued 06/10/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/02/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trace Ambrose Timmons.
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