Brendon Helms
Investment adviser representative at Mwa Financial Services, Inc.
10 yearsExperience
2 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
10 years in the industry.
- Mwa Financial Services Inc.Aug 2022 to now
- Modern Woodmen of AmericaAug 2022 to now
- Mass Mutual Life Insurance CoMay 2022 to Sep 2022
- Eagle Strategies LLCJul 2019 to May 2022
- Nylife Securities LLCSep 2016 to May 2022
- New York Life Insurance CoJul 2016 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (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
- 6690428
- Firm CRD
- 112630