Tonja Lea Harding
Investment adviser representative at Mwa Financial Services, Inc.
14 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
14 years in the industry.
- Mwa Financial Services Inc.Feb 2024 to now
- Modern Woodmen of AmericaFeb 2024 to now
- Mutual of Omaha Insurance CompanySep 2018 to Mar 2024
- Mutual of Omaha Investor ServicesSep 2018 to Mar 2024
- UnemployedFeb 2018 to Sep 2018
- Lexus of LexingtonOct 2012 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (KY, NC).
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
- 7021486
- Firm CRD
- 112630