Allison Hope Tuthill
Investment adviser representative at Mwa Financial Services, Inc.
14 yearsExperience
3 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
14 years in the industry.
- Mwa Financial Services, Inc.Jun 2026 to now
- Modern Woodmen of AmericaJun 2026 to now
- Principal Life Insurance CompanyJan 2026 to Apr 2026
- Principal Securities, Inc.Jan 2026 to Apr 2026
- Ameriprise Financial Services, LLC.Oct 2022 to Jan 2026
- Lincoln Financial/sagemark ConsultingJun 2018 to Oct 2022
- Kantar Media Ad IntelligenceJun 2012 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (CA, NC, VA).
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
- 6968588
- Firm CRD
- 112630