Kory Nash Meade
Investment adviser representative at Mwa Financial Services, Inc.
12 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
12 years in the industry.
- Mwa Financial Services Inc.Jan 2020 to now
- Modern Woodmen of AmericaJul 2019 to now
- Grand Valley State UniversityAug 2016 to May 2020
- Panda ExpressAug 2016 to Oct 2017
- Hoosier Crane Service CompanyJun 2016 to May 2019
- Swiss Valley Ski AreaNov 2014 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, MI).
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
- 7220376
- Firm CRD
- 112630