Adelmarie Rivera
Investment adviser representative at Mwa Financial Services, Inc.
27 yearsExperience
1 stateRegistered 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
27 years in the industry.
- Mwa Financial Services, Inc.Sep 2026 to now
- Modern Woodmen of AmericaSep 2026 to now
- Mutual of Omaha Investor ServicesOct 2022 to Aug 2026
- Mutual of Omaha Insurance CompanyJul 2022 to Aug 2026
- First Command Brokerage Service IncAug 2021 to Apr 2022
- US ArmyJul 1999 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7427580
- Firm CRD
- 112630