Vincent Neale Vickers
Investment adviser representative at Mwa Financial Services, Inc.
12 yearsExperience
4 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.Jul 2022 to now
- Modern Woodmen of AmericaMar 2022 to now
- Andresen Architecture Inc.Dec 2020 to Mar 2022
- UnemployedJun 2020 to Dec 2020
- Pbk ArchitectsMay 2018 to Jun 2020
- California Baptist UniversityJan 2017 to May 2018
- Discovery Depot Childcare CenterJun 2014 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 4 states (AZ, CA, KY, MO).
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
- 7597638
- Firm CRD
- 112630