Patrick Ryan Hanlon
Investment adviser representative at Mwa Financial Services, Inc.
8 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
8 years in the industry.
- Mwa Financial Services Inc.Aug 2024 to now
- Modern Woodmen of AmericaApr 2024 to now
- Mcdaniel's AcuraFeb 2024 to Mar 2024
- Air Methods CooperationMay 2021 to Jan 2024
- Piedmont HospitalJan 2021 to Jun 2021
- Coweta County Fire RescueSep 2018 to Dec 2020
- Beaufort County EmsMay 2016 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7972657
- Firm CRD
- 112630