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Tracy Barnas is a financial advisor with MWA Financial Services Inc. Tracy is registered with the state of Missouri as an investment advisor representative. Tracy has been in the industry since 2000 and holds the Series 63 and Series 66 licenses. Tracy works with individuals, businesses and charitable organizations. Tracy's specialties include financial planning, portfolio management for individuals and businesses and selection of other advisors. Tracy has been affiliated with MWA Financial Services Inc. since 2024.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MO
10/03/2024 - Present
MWA Financial Services Inc. (Springfield MO)
Active
Inactive
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