Patrice Marie Mccann-koerselman
Investment adviser representative at Mwa Financial Services, Inc.
30 yearsExperience
1 stateRegistered in
ChFC®Designation
$640MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Ppc Farms LllpOct 2017 to now
- Mwa Financial Services, Inc.Jan 2002 to now
- Modern Woodmen of AmericaJan 1996 to now
- Land RentalJan 2005 to Oct 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (ND).
Mwa Financial Services, Inc.
$640MAssets managed
2,012Clients
213Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4129943
- Firm CRD
- 112630