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
Rock Island, IL 61201
Credentials
CFP®, Series 63, Series 65, Series 66
Industry experience
26 years
$25 to $5,000 for financial planning services
0.25% - 1.50% annually (adviser managed accounts and third-party managed accounts)
Commission-based fees on brokerage transactions including equity, bond, UIT, and REIT products; varies depending on investment product and transaction
$25 to $300 per hour for financial planning services
Account minimum: $50,000 Fee-only: Hourly fees from $25 to $300 per hour; Flat fees from $25 to $5,000 for financial planning services
MWA Financial Services Inc.
2015 - Present (11 years)
Modern Woodmen of America
2001 - Present (25 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
Silvis, IL
Edward Jones
Series 66
Milan, IL
Edward Jones
Series 66
Bettendorf, IA
Edward Jones
Series 63, Series 66
Davenport, IA
Edward Jones
Series 66
Davenport, IA
Merrill
Amber O'Brien is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on helping clients define their financial goals and develop personalized wealth management strategies that address individual priorities, risk tolerance, time horizons, and liquidity needs. Amber works with both individual and corporate clients on investment strategies, tax minimization, and retirement income planning. Amber holds a Bachelor's Degree from Illinois State University and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is a member of professional organizations such as Illinois State University Alumni and Iowa Women Lead Change. Beyond her professional work, Amber is involved in community organizations including ESRA (English Springer Rescue America), Riverbend Food Bank, and Rotary. Her personal interests include biking, boating, camping, cooking, gardening, golfing, hiking, music, swimming, and tennis.
Series 63, Series 65
Davenport, IA
Merrill
Cindy Arter is a Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, based in the Davenport, Iowa office. She has been with Merrill Lynch since 1998 and specializes in providing a wide array of financial services, including 401(k) plans, executive stock option analysis, 10b5-1 plans, retirement planning, college planning, estate planning services, and portfolio development. Cindy focuses on client areas such as Corporate Executive Services, Education Planning, Family Wealth Management Strategies, Investment Consulting for Defined Contribution Plans, Personal Retirement Planning, Portfolio Management Services, and Tax Minimization. Cindy holds a Bachelor's degree in Finance from the University of Missouri and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She emphasizes working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals. Residing in Bettendorf, Iowa, Cindy has two grown children, five grandsons, and one granddaughter. Outside of her professional work, she enjoys cooking, gardening, and traveling.
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