Clint Heston Coon
Investment adviser representative at Mwa Financial Services, Inc.
14 yearsExperience
5 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.Jul 2022 to now
- Modern Woodman of AmericaJan 2022 to now
- UnemployedAug 2021 to Jan 2022
- City of Mountain ViewApr 2021 to Aug 2021
- UnemployedAug 2020 to Apr 2021
- WalmartMar 2020 to Aug 2020
- UnemployedJul 2012 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 5 states (AR, KS, LA, MO, TX).
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
- 7606318
- Firm CRD
- 112630