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Blake Panosh

Investment adviser representative at Mwa Financial Services, Inc.
20 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

20 years in the industry.

  1. Mwa Financial Services Inc.Aug 2024 to now
  2. Modern Woodmen of AmericaAug 2024 to now
  3. UnemployedFeb 2024 to Jul 2024
  4. Robert W. BairdNov 2006 to Jan 2024

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001

State registrations

Registered as an investment adviser representative in 1 state (WI).

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
4472127
Firm CRD
112630
Advisor's SEC record (opens in a new tab)
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