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Timothy Clayton-cornell

Investment adviser representative at Mwa Financial Services, Inc.
12 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

12 years in the industry.

  1. Mwa Financial Services Inc.Jun 2023 to now
  2. Modern Woodmen of AmericaApr 2023 to now
  3. C4 Properties LLCApr 2021 to now
  4. United States Air ForceSep 2018 to now
  5. United States Air Force ReserveJul 2014 to Sep 2018

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 5 states (AZ, FL, GA, SC, 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
7770090
Firm CRD
112630
Advisor's SEC record (opens in a new tab)
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