Nicholas Anthony Sztapka
Investment adviser representative at Mwa Financial Services, Inc.
13 yearsExperience
1 stateRegistered in
ChFC®Designation
$640MFirm assets
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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
13 years in the industry.
- Mwa Financial Services Inc.Nov 2020 to now
- Modern Woodmen of AmericaMar 2019 to now
- Fastenal ToolsJan 2018 to Mar 2019
- Lloyd CompanyApr 2017 to Dec 2017
- Fastenal ToolsNov 2016 to Apr 2017
- South East Technical InstituteJul 2013 to May 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (SD).
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
- 7311283
- Firm CRD
- 112630