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
Davenport, IA 52806
Credentials
Series 63, Series 65
Industry experience
19 years
Jeremy Beck is a financial advisor with MWA Financial Services Inc. in Davenport, IA, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has worked at MWA Financial Services Inc. and Modern Woodmen of America since 2015. Outside of finance, he is involved in his family dentistry practice, Dr. Beck Family Dentistry. MWA Financial Services, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, corporations, charitable organizations, and retirement plans through a network of 134 advisors. The firm provides tiered financial planning, adviser-managed and third-party managed accounts, and offers commissionable products and insurance through its affiliation with Modern Woodmen of America.
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
247 Research Parkway, Suite 200
Davenport, IA 52806
Illinois · Iowa
MWA Financial Services Inc.
2022 - Present (4 years)
Modern Woodmen of America
2022 - Present (4 years)
MWA Financial Services Inc
2015 - 2022 (7 years)
Modern Woodmen Of America
2015 - 2022 (7 years)
Dr. Beck Family Dentistry
2007 - Present (19 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
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Series 63
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CFP®, PFS™
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Series 63, Series 65
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St. Therese Financial LLC
Series 65
Bettendorf, IA
Passage Global Capital Management, LLC
Series 63, Series 65
Rock Island, IL
Bridgford Wealth Advisory, LLC
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