Advisor at MWA Financial Services Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
MWA Financial Services Inc.
Location
Kyle, TX
Credentials
Series 65, Series 66
Industry experience
8 years
Arthur Patterson is a financial advisor with MWA Financial Services Inc. in Kyle, Texas, holding Series 65 and Series 66 licenses and eight years of industry experience. He has worked at Modern Woodmen of America since 2019 and previously at Questar Asset Management and Still Hopes Retirement Community. Outside of advisory work, he has been involved with GTI, LLC, a consulting business, and sells various insurance products through Senior Resource Services. MWA Financial Services, Inc. serves individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and commissionable products, primarily providing services on a non-discretionary basis.
Based on MWA Financial Services Inc.
$25-$10,000 for financial planning services
$0+: 0.25-1.50% $0+: 0.05-1.50% (Advisory 401(k) plan assets)
Commission-based fees from sales of securities, annuities, mutual funds, and other products; varies by product and transaction
$25-$500 per hour for financial planning services
Account minimum: $50,000 Fee-only: Financial Planning Services charged as hourly rates between $25 and $500 per hour and/or flat fees between $25 and $10,000
Kyle, TX
North Carolina · South Carolina · Texas
Modern Woodmen of America
2019 - Present (7 years)
MWA Financial Services INc.
2019 - Present (7 years)
Questar Asset Management
2017 - 2018 (1 year)
Still Hopes Retirement Community
2015 - 2016 (1 year)
Gti, Llc
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
New Braunfels, TX
PLW Financial
Series 63
Wimberley, TX
Arrowhead Asset Management
Series 63, Series 65
Martindale, TX
PCK Investments
Series 65
San Marcos, TX
Annualitix
Series 65
Lockhart, TX
Brownsboro Financial
Series 66
Wimberley, TX
Hackett Financial Group, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")