Keith Emory Mays
Investment adviser representative at Mwa Financial Services, Inc.
12 yearsExperience
4 statesRegistered in
$640MFirm assets
10 yearsFirm in business
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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
12 years in the industry.
- Mwa Financial Services Inc.Jun 2022 to now
- Modern Woodmen of AmericaMay 2022 to now
- Nylife Securities LLCOct 2019 to May 2022
- New York Life Insurance CompanyJul 2019 to May 2022
- Northwestern Mutual Investment Services LLCSep 2018 to Jun 2019
- Northwestern Mutual Life Insurance CompanySep 2018 to Jun 2019
- Principal Securities IncMar 2016 to Sep 2018
- Principal Life Insurance CompanyJul 2014 to Sep 2018
- Principal FinancialJun 2014 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 4 states (AL, FL, NC, SC).
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
- 4654248
- Firm CRD
- 112630