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
Edmond, OK 73003
Credentials
Series 63, Series 66
Industry experience
22 years
Carson Wooster is a financial advisor with MWA Financial Services Inc. in Edmond, OK, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with MWA Financial Services since 2004 and is also affiliated with Modern Woodmen of America. Outside of his advisory role, he is involved as an insurance agent with Selle Financial Company, assisting with cases that are denied or cannot be placed with homeowners insurance. MWA Financial Services 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 and insurance, 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
101 West 5 Th
Edmond, OK 73003
Colorado · Kansas · Missouri · Nevada · Oklahoma · Texas
MWA Financial Services, Inc.
2004 - Present (22 years)
Modern Woodmen Of America
2003 - Present (23 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 66
Edmond, OK
Entrust Parable Capital, LLC
Series 65
Nichols Hills, OK
Valendo Private Asset Management, Inc.
CFP®, Series 66
Edmond, OK
VOX Financial Planning
Series 65
Oklahoma City, OK
Integrated Planning Strategies, LLC
CFA®, Series 63
Oklahoma City, OK
Krb And Associates, Inc
Series 63, Series 65
Edmond, OK
Esoteric Wealth Partners LLC
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